Plan your financial life
Your money is your financial future. Make informed financial decisions.
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Please complete this form, and one of our experts will contact you within 30 minutes.
How Can We Help?
Long-term relationships, open and honest communication is the cornerstone of our foundation of success.
Our advice process
- We meet up to discuss what is important to you and what you want to achieve
- We will then do research and establish your tailored financial advice based on your needs/situation
- We meet up again to explain the advice to you to ensure you fully understand and feel comfortable before implement it.
- We implement the advice or make changes if necessary to suit with your changing situation
- We review to ensure the advice remain on track and appropriate
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Why choose us?
EXPERIENCE
We have been helping thousands of clients. We have extensive experience working across complex strategies, asset structures to support you achieve the lifestyle you seek.
SERVICE QUALITY
No matter what stage of life you are in, we listen, understand your goals and deliver tailored advice which you can understand easily.
Unbiased
Our clients come first. Your satisfaction is our ultimate goal. You will receive proper objective advice and unbiased guidance on the options best suited to you.
ONGOING SUPPORT
We provide ongoing support throughout the advice journey to ensure that your finances are being continuously monitored and optimised, giving you peace of mind.
What We Do
Superannuation
Self-managed superannuation fund (smsf)
Retirement planning
personal insurance
investments
centrelink / trust entity
Testimonials
- We have been extremely satisfied with Van’s service over the years and we have always appreciated his advice and suggestions. He is very patient, and always gives us plenty of time to ask questions, as well as clarifying any of our financial issues. He is diligent and professional, yet at the same time, very accommodating and friendly to work with. We recommend him to anyone that needs guidance along their financial journey.
Carmen & Karen Lardo Viewbank
- Thankyou Van for invaluable assistance with my financial program over past several years. I am most grateful for your support and readiness to my countless queries. I wish you and your family happiness and good health. Kind regards.
Jill Gurney Reserch
- I thank you for your professional approach as a financial planner. You have made me feel comfortable in taking the time to listen to what my goals financially look like. Your dedication to your job through the process, the advice you have conveyed has led me towards financial peace of mind. I am very happy to recommend somebody like to you to people looking for a reliable and enthusiastic financial planner. I look forward to continue my financial journey with you.
Marina Sawbridgeworth Reservoir
- Hi Van, thanks for your clear and good service. Bruce and myself are happy of your service. You have give us a very good understanding and you take your time to explain to us. Also you make us not hard to make an appointment too. All the best to you and family. Merry Christmas and Happy New Year 2023.
Molly & Bruce Boldner Brighton
- I engaged Van to help me when the insurer for my Personal Income Protection was giving me grief and had not paid my claim (despite being taken to internal review) in 5 months. Van has been instrumental in helping me get the insurance company to Actually start paying my claim and vital to helping me keeping them paying the claim (when they try everything to stop paying it, even though legitimate). I cannot recommend Van Trinh highly enough, he has helped me so much when I have been going through such a tough time Medically and Financially. Thank you Van!
Rodger Wearn Deloraine
- Hi Van, Once again we thank you for the sound helpful financial advice you have delivered to us over the years. It’s reassuring to know we have that assistance and you have always delivered for us when needed. We highly recommend you any one looking for an advice and services and integrity. Again we Thank You and Appreciate all you have done for us.
Wayne & Nerissa Rintoul Briar Hill