{"id":12,"date":"2019-11-22T19:29:57","date_gmt":"2019-11-22T19:29:57","guid":{"rendered":"https:\/\/asesor.progressionstudios.com\/?page_id=12"},"modified":"2025-09-08T23:15:59","modified_gmt":"2025-09-08T23:15:59","slug":"financial-services","status":"publish","type":"page","link":"https:\/\/trendadvisory.com.au\/?page_id=12","title":{"rendered":"Our Services"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"12\" class=\"elementor elementor-12\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6a242aa7 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6a242aa7\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-43b2b12d\" data-id=\"43b2b12d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7aec09ed elementor-widget elementor-widget-heading\" data-id=\"7aec09ed\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Individuals, Families &amp; Businesses<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9b53b7 elementor-widget elementor-widget-heading\" data-id=\"9b53b7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Services<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1371eef0 elementor-widget elementor-widget-text-editor\" data-id=\"1371eef0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p data-start=\"133\" data-end=\"382\">At Trend Advisory, we offer a complete, integrated approach to financial advice and lending. Whether you&#8217;re growing your wealth, protecting your assets, or securing funding for your next move, we align strategy with execution\u2014tailored to your goals.<\/p>\n<p data-start=\"384\" data-end=\"686\">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.<\/p>\n<p data-start=\"384\" data-end=\"686\">Our clients range from everyday Australians to high-net-worth investors and business owners. Whatever your stage or goals, you\u2019ll get practical support, transparent recommendations, and results that move the needle.<\/p><p data-start=\"384\" data-end=\"686\">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.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-3024906e\" data-id=\"3024906e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-736f3707 animated-slow elementor-invisible elementor-widget elementor-widget-image\" data-id=\"736f3707\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;bounceInDown&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/trendadvisory.com.au\/wp-content\/uploads\/elementor\/thumbs\/Trend-Advisory-Investment-Committee-rbh5175w6llhbv5vnh1hk786icrxzfonnd7owp2uz0.png\" title=\"Trend Advisory Investment Committee\" alt=\"Trend Advisory Investment Committee\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-749f19b e-grid e-con-boxed e-con e-parent\" data-id=\"749f19b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-aeb0f29 elementor-widget elementor-widget-text-editor\" data-id=\"aeb0f29\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h2>Financial Planning<\/h2>\n<p>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&#8217;s goals and dreams in both creation and delivery.<\/p>\n<p><span style=\"font-weight: bold;\">We specialise in:<br><\/span><\/p>\n<ul>\n<li><span data-start=\"850\" data-end=\"890\"><b>Superannuation &amp; Retirement Planning<br><\/b><\/span>Whether you&#8217;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.<br><br><\/li>\n<li data-start=\"1019\" data-end=\"1195\">\n<p data-start=\"1021\" data-end=\"1195\"><strong data-start=\"1021\" data-end=\"1046\">Investment Strategies<\/strong><br data-start=\"1046\" data-end=\"1049\">We develop and manage tailored investment portfolios across retail and wholesale markets, including direct equities, ETFs, and managed accounts.<\/p>\n<\/li>\n<li data-start=\"1197\" data-end=\"1339\">\n<p data-start=\"1199\" data-end=\"1339\"><b>Life Insurance<br><\/b>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&#8217;s most rainy days, a little less, rainy.<\/p>\n<\/li>\n<li data-start=\"1341\" data-end=\"1488\">\n<p data-start=\"1343\" data-end=\"1488\"><strong data-start=\"1343\" data-end=\"1378\">Self-Managed Super Funds (SMSF)<\/strong><br data-start=\"1378\" data-end=\"1381\">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.<\/p>\n<\/li>\n<li data-start=\"1490\" data-end=\"1653\">\n<p data-start=\"1492\" data-end=\"1653\"><strong data-start=\"1492\" data-end=\"1523\">Cash Flow &amp; Budget Coaching<\/strong><br data-start=\"1523\" data-end=\"1526\">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.<\/p>\n<\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-64353ca elementor-widget elementor-widget-text-editor\" data-id=\"64353ca\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h2>Investment Management<\/h2>\n<p data-start=\"1683\" data-end=\"1993\">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 &amp; market analysis we provide an extra layer of Investment Security between licensee&#8217;s Approved Product Lists, Major Research Houses, Platforms, Advisers &amp; their clients to ensure strong, secure investments.&nbsp;<\/p>\n<p><strong data-start=\"1995\" data-end=\"2016\">We specialise in:<\/strong><\/p>\n<ul>\n<li>\n<p><b>Managed Funds\/ETFs<br><\/b>We research, select, and monitor diversified managed funds and exchange-traded funds (ETFs). Our disciplined approach balances growth potential with risk management.<\/p>\n<\/li>\n<li data-start=\"2172\" data-end=\"2328\">\n<p data-start=\"2174\" data-end=\"2328\"><b>Direct Equities<br><\/b>For clients seeking direct ownership of shares, we focus on quality companies, and ongoing monitoring to capture opportunities while managing downside risk.<\/p>\n<\/li>\n<li data-start=\"2330\" data-end=\"2485\">\n<p data-start=\"2332\" data-end=\"2485\"><b>Digital Assets &amp; Technologies<br><\/b>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<\/p>\n<\/li>\n<li data-start=\"2330\" data-end=\"2485\">\n<p data-start=\"2332\" data-end=\"2485\"><b>Risk Profiled Model Portfolios<br><\/b>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.<\/p>\n<\/li>\n<li data-start=\"2330\" data-end=\"2485\">\n<p data-start=\"2332\" data-end=\"2485\"><b>Low Turnover Of Investments<br><\/b>We believe in patient, disciplined investing. By maintaining low portfolio turnover, we minimise costs, maximise after-tax returns and back our investment choices.<\/p>\n<\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-941c228 e-flex e-con-boxed e-con e-parent\" data-id=\"941c228\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c768d59 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"c768d59\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/calendly.com\/brentramsay\/30min\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Book In A Chat<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Individuals, Families &amp; Businesses Our Services At Trend Advisory, we offer a complete, integrated approach to financial advice and lending. Whether you&#8217;re growing your wealth, protecting your assets, or securing funding for your next move, we align strategy with execution\u2014tailored to your goals. No cookie-cutter plans. We dig deep to understand your situation and apply [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-12","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/trendadvisory.com.au\/index.php?rest_route=\/wp\/v2\/pages\/12"}],"collection":[{"href":"https:\/\/trendadvisory.com.au\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/trendadvisory.com.au\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/trendadvisory.com.au\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/trendadvisory.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12"}],"version-history":[{"count":94,"href":"https:\/\/trendadvisory.com.au\/index.php?rest_route=\/wp\/v2\/pages\/12\/revisions"}],"predecessor-version":[{"id":1639,"href":"https:\/\/trendadvisory.com.au\/index.php?rest_route=\/wp\/v2\/pages\/12\/revisions\/1639"}],"wp:attachment":[{"href":"https:\/\/trendadvisory.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}