Financial Planning

Helping you build and protect your wealth

Whatever your age or circumstances, The Trust Company has the experience to provide comprehensive financial planning strategies to help you achieve your financial objectives.

This includes advice and assistance with shares, super, managed accounts and portfolio management.

For assistance structuring your income, making a will or arranging insurance, allow us to coordinate the range of services you need for the life you want.

Call today about The Trust Company’s financial planning services.

Financial Planning Association principal member

These include:

  • Strategic financial and retirement planning
  • Share and managed fund investment selection and portfolio management 
  • Life insurance advice
  • Australian superannuation advice
  • Tax effective strategies
  • Redundancy - advice on investment strategies and optionss
  • Education expense planning
  • Educational seminars
  • Regular investment and plan reviews
  • Managed discretionary account service

Our clients also receive regular newsletters and investment updates.

A managed discretionary account service

This leaves the management of your investments entirely at the discretion of your financial adviser. If you don’t want any involvement with your investments, other than receiving reports, this service is for you.

You may also wish to access The Trust Company’s other businesses to provide you with expert advice on making your will, estate planning and more.

Find out more about The Trust Company Financial Planning
Call 1800 622 812
Email info@thetrustcompany.com.au