Our Services
At Trend Advisory, we offer a complete, integrated approach to financial advice and lending. Whether you’re growing your wealth, protecting your assets, or securing funding for your next move, we align strategy with execution—tailored to your goals.
No cookie-cutter plans. We dig deep to understand your situation and apply clear, compliant strategies that make sense today and into the future. From superannuation and investments to home loans and business finance, we guide you every step of the way with expertise, smart systems, and honest advice.
Our clients range from everyday Australians to high-net-worth investors and business owners. Whatever your stage or goals, you’ll get practical support, transparent recommendations, and results that move the needle.
By utilising our range of network services including Legal, Tax, SMSF Administration and Credit Partners, we are a one-stop shop to grow, protect and preserve your wealth.
Financial Planning
Our financial Planners are experts in providing clear, understandable and achievable financial strategies. Our clients range from everyday Australians starting their journey of wealth creation to managing sophisticated, diverse and intricate long-term financial strategies supported by industry leading legal, tax and credit service partners to ensure our clients receive expert professional service in achieving their life’s goals and dreams in both creation and delivery.
We specialise in:
- Superannuation & Retirement Planning
Whether you’re building wealth or nearing retirement, we help you optimise your super, reduce fees, boost performance whilst focusing on tax-effective methods to save you money. -
Investment Strategies
We develop and manage tailored investment portfolios across retail and wholesale markets, including direct equities, ETFs, and managed accounts. -
Life Insurance
We spend time to get to know you and your family to ensure they are protected with the right life, TPD, income protection, and trauma cover to make life’s most rainy days, a little less, rainy. -
Self-Managed Super Funds (SMSF)
From setup, strategy, ongoing compliance to winding up unwanted SMSFs, we support SMSF trustees with transparent, hands-on advice with our experienced SMSF administration partners. -
Cash Flow & Budget Coaching
We help clients understand their money, make it go further, and structure their spending to align with their long-term goals without having to diminish their lifestyle.
Investment Management
Our Investment Committee manages 14 model portfolios with a clear philosophy: invest with discipline, innovation, and a long-term outlook. With decades of experience across financial markets, exchange traded products, banking, compliance, advice & market analysis we provide an extra layer of Investment Security between licensee’s Approved Product Lists, Major Research Houses, Platforms, Advisers & their clients to ensure strong, secure investments.
We specialise in:
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Managed Funds/ETFs
We research, select, and monitor diversified managed funds and exchange-traded funds (ETFs). Our disciplined approach balances growth potential with risk management. -
Direct Equities
For clients seeking direct ownership of shares, we focus on quality companies, and ongoing monitoring to capture opportunities while managing downside risk. -
Digital Assets & Technologies
We help clients navigate the evolving landscape of digital assets and emerging technologies. Our focus is the technology, data centres and infrastructure that support this Industry -
Risk Profiled Model Portfolios
Our model portfolios are carefully structured to match varying client risk profiles. Each portfolio is designed with strategic asset allocation, regular rebalancing, and transparency at its core. -
Low Turnover Of Investments
We believe in patient, disciplined investing. By maintaining low portfolio turnover, we minimise costs, maximise after-tax returns and back our investment choices.
