TFM | Trinity Financial Management

Why Trinity Financial Management?

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

Call us for an informal chat to find out if we can be of help to you. Learn more about TFM

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Testimonials

"I found Frank a true professional in every aspect of his advice which helped my wife and I focus our retirement investment strategies. His knowledge and personal experience of working with clients with careers internationally was a great asset to my own circumstances. His attention to detail and very personal service put him head and shoulders above any financial advisers I have used in the past. I would highly recommend Frank to anyone who is looking for high integrity, personal service, and proven performance"

Paul Westlake

Global Head of Sales, North Sails

“Frank Mulcahy became my financial advisor when a wise head was critical. Frank supplied such a need, giving me thoughtful, well-considered opinions and not being afraid to say, 'do nothing for a while’. I also found Frank easy to talk to, he is a natural communicator with an open and confident professional manner. His values appear to be well-grounded in family and community, qualities that matter to me, perhaps especially in a financial advisor.”

Toni McDowell

Retiree

"Frank was our financial advisor at Stamford Brown. During this period he was professional and displayed a high level of customer service and support. He demonstrated sound knowledge of market and economic conditions and was very responsive and supportive of our financial and investment needs.”

Loren De Laine

Head of Talent Acquisition, GrainCorp

"Frank has been instrumental in providing focus to develop a plan designed to achieve our personal financial goals. Throughout the process he has acted with integrity and professionalism, providing good advice and I have no hesitation in recommending him to others.”

Stephen Devitt

VP, Product Management, MasterCard

"For the first time (in over 14 years) I finally found an adviser I could actually use as a bouncing board and get an immediate black and white response (that made sense). As a result I felt comfortable putting my investment (Pension) and insurances under management by Frank, I was pleasantly surprised by the ease of transition and the ability for Frank and his extended team to implement the strategies so smoothly. I highly recommend Frank and the associated value that he conveys as my advisor; he is a man of his word and someone I trust explicitly.“

Juan Fourie

Principal Consultant, SingTel Optus Pty Ltd.

"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."

Patrick St. Flour

Business Advisor, St. Flour & Associates

"Working with Frank was easy. He used his knowledge and expertise to guide us in making significant financial decisions in a way that felt manageable and do-able. He was able to guide us toward areas we needed to prioritise. He took the time to understand our values so that what he offered was in keeping with them. Literally, and personally, he was able to meet us where we were at."

Dr. Kristof Mikes Liu

Specialist Psychiatrist

"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."

Miranda Van Asch

International Agencies Director, Allen & Unwin

Built around your Questions

We have built our business around finding solutions to your questions. Below are some common questions we get, contact us with your individual questions.

Am I making the right financial decisions?

I am an Expat, can you help me with my complexity?

Where can I find professional management of my investments / pensions?

How do I prepare for retirement?

How can I help my clients with their financial decisions?

Can I find the complete financial solution?

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Finances in The Time of the Coronavirus

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.

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Trinity Financial Management Membership & Associations