This page provides key information about Trigwell Financial and the services we offer.
It is designed to help you make informed decisions about whether to engage our services.
This disclosure replaces the traditional Financial Services Guide (FSG) and complies with ASIC’s updated guidance under the Corporations Act 2001.

Website Disclosure Information

About Trigwell Financial

Trigwell Financial is a boutique financial advice firm committed to helping individuals and couples navigate life transitions with clarity and confidence. We specialise in retirement planning, divorce support, and intergenerational wealth strategies, using our proprietary TRIG Framework—Time, Risk, Investment, Goal.

Our Services

We provide personal financial advice tailored to your life stage and goals, including:

• Retirement planning

• Divorce and separation financial support

• Investment strategy and portfolio construction

• Property strategy and wealth building

• Cash flow and budgeting

• Superannuation and estate planning

Our Fee Philosophy

We believe financial advice should be accessible—not exclusive.
We do not charge percentage-based fees. Instead, our fees are based on the value we deliver, not the size of your portfolio.

You can expect:

• Transparent, upfront pricing

• Flexible service packages

• Fee-conscious investment strategies, including property options

• No hidden costs or trailing commissions

We tailor our fees to reflect the complexity of your needs and the value of our advice—ensuring you receive fair, meaningful support without inflated costs.

Remuneration & Conflicts of Interest

Trigwell Financial is a fee-for-service business. We do not receive commissions from product providers for investment advice. Any potential conflicts of interest are disclosed and managed in accordance with ASIC’s requirements

Complaints & Dispute Resolution

If you have a complaint, we encourage you to contact us directly. We are committed to resolving issues fairly and promptly. If you are not satisfied with our response, you may contact the Australian Financial Complaints

Authority (AFCA):

AFCA Contact Details
Website: www.afca.org.au
Phone: 1800 931 678
Email: info@afca.org.au