Joseph Meawad

Trinity Advice

Gold
8 Yrs Experience
Hurstville, NSW 2220

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.

Expertise

  • 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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 82
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Trinity Advice

Suite 2, 15 Forest Road
Hurstville, NSW 2220

Opening hours

  • 9:00am – 6:00pm Monday – Wednesday, Friday
  • 9:00pm – 6:00pm Thursday

Licensed by

Adviser Services Hub Pty Ltd

AFSL 525625