Financial Advice Sydney | Trellan Capital

FINANCIAL advice

Whether you are building wealth, preparing for retirement or protecting your family’s future, our financial planning services are designed to provide practical advice and long-term direction tailored to your needs.

Helping pre-retirees and retirees plan for a comfortable retirement through financial and lifestyle planning with consideration of superannuation, Centrelink pensions, and other income sources.
Advising on the setup, management, and compliance of SMSFs for clients who want more control over their retirement savings such as investing in direct property.
Developing long-term plans to build wealth through tailored investment strategies including shares, property, managed funds, and ETFs.
Optimising superannuation funds, including contributions, investment options, and retirement income streams.
Minimising tax liabilities through strategies such as family trusts, deductions, and tax-effective investments.
Recommending appropriate insurance products (e.g., life, income protection, TPD) to safeguard clients and their families.
Assisting clients in creating wills, trusts, and powers of attorney to ensure their assets are distributed according to their wishes.
Reviewing your eligibility, and applying strategies, to receive and maximise your Age Pension payments and get a Pensioners Concession Card.