In practice I would argue that in fact we are building highly concentrated portfolios increasingly reliant on the risk of fewer companies and economies.
At Trinity Financial Management we put your interests first at all times. Our role is to provide you with the peace of mind and knowledge that your financial affairs are in order and that you are progressing to achieve your financial goals.
We use "best in class" experts to develop personalised solutions to solve your financial complexity what ever it may be. Depending on your needs this may include investments, pensions, financial planning, insurances, estate planning, accounting, tax, legal, debt and property
We have built our business around finding solutions to your questions. Below are some common questions we get, contact us with your individual questions.
"Frank did a great job in helping us with our retirement planning. He was exceptional in his work ethic and understanding of pensions. I would highly recommend him and his services to anyone."
"I am very happy to recommend Frank. Being someone who is not always particularly eager to focus on personal financial matters I confess I have greatly enjoyed his communications. He is a good listener and certainly took on board any investment wishes or concerns I expressed and always proffered sound advice. As well he has the gift of making financial discussions enjoyable."
In difficult times like this, it is often the view of financial professionals to role out the mantra “to do nothing and stick to your plan” I politely disagree, now is the time to get very busy to help you navigate and make the most of this challenging situation.