Joseph Meawad

Trinity Advice

Platinum

10 Yrs Experience

Hurstville, NSW 2220

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I specialise in helping clients build wealth for their future. Given the importance of debt I focus on strategic debt, budgeting and cashflow. Equally I focus on retirement planning. I assist a wide variety of clients to achieve their financial goals.

I have worked in a number of roles in the Financial Services industry since 1995. In 2014 Trinity Financial Advisers was formed to focus on delivering tailored financial advice to our clients. In 2020 we changed our name to Trinity Advice to focus on our future rather than our origin.

At Trinity Advice we believe that every client has unique financial goals, and will work closely with our clients to develop a plan for achieving them. This ensures that their long-term financial strategies are supported by an equally long-term relation.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Cashflow & Income
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 March 2024

Yogesh lamichhane 38 - Mortdale

I am very thankful to Joseph and team trinity for helping me in difficult times. Specially with my mortgage and superannuation by telling me things which I would not have known without him . He always went an extra mile for me and was even happy to

Communicate with me in non-office hours as well.

Therefore I highly recommend team trinity for all kinds of financial matters .

Thank you

5.00 March 2024

Exceptional service. Joseph demonstrated his expertise, guiding us through every aspect of our family's finances with clarity. His thorough analysis and smart recommendations allowed us to make informed decisions. With Josephs assistance, we crafted a comprehensive financial plan tailored to my families needs. I highly recommended Joseph for anyone seeking a trustworthy and knowledge financial adviser.

5.00 March 2024

Absolutely grateful to Joseph and the team at Trinity advice for all the help. Joseph helped me and my family with all aspects from work, home, savings, investments as well as managing and consolidating our super accounts. Joseph was so easy to understand with matters that used to overwhelm me. I would highly recommend Joseph and the team at Trinity advice.

5.00 March 2024

Joseph has always given myself and my family members the best advice to suits our needs for home ,work and our investments plus superannuation . He was very helpful when covid impacted a lot of small businesses and family’s . He helped put us on the right track during our struggles in that period of time and has continuously guided us on the right path to save and make money . Highly recommend.

5.00 March 2024

So happy that we were referred to Joseph a few years ago now by a good friend. Joseph has helped us with our investment property, and restructured our superannuation in a way we never knew possible. it's growing now! Can't thank Joseph and his team enough for their efforts in looking after us, truly a godsend.