Wealth Management is a bit like getting fit. We all know we need to do it. But actually getting there seems to take so much effort, that we keep putting it off. It’s our role to guide you, motivate you, and keep you up-to-date on every step of the financial journey ahead.
We’ll work with you to get to know you and the life you lead; supporting, guiding and sometimes even inspiring you with our extensive experience and expertise, professional skills and broad networks. We’re not just about the here and now, of course. We’ll help you look ahead and decide where you’d like to be tomorrow, and in the future.
We’re rigorously honest
With wealth comes trust. We promise to never make a decision without you giving it the green light. And we will never advise anything in our best interests over yours.
No hidden agendas. No secret commissions. We adopt open and transparent commercial terms only after we’ve both agreed on them.
We work for you
Everyone’s unique. And everyone’s circumstances are different. When we work with you, it’s like having a CFO work on your behalf. You’re the boss. We’re your wise counsel.
There are lots of financial advisers in the world.
Why are we any different?
Wealth management is our passion. We live and breathe it every day, navigating our clients through an ever-changing world of new possibilities.
On average, since stock markets were invented, they’ve proven to be quite efficient. A place where diversification is essential and risk is balanced with expected returns.
For many, a focus on asset allocation and cost minimisation would help the most. In today’s markets, investors are needing to make smarter, more informed decisions compared to previous eras, and in this environment managing costs is an essential part of producing meaningful returns.
We avoid trying to time markets, as it’s generally futile. Instead, we’re continually researching new ways to allocate capital more efficiently. That means robust academic diligence. And persistent and proven trends.
We encourage you to be in it for the long run, not for short-term gains. And that involves a strong preservation philosophy – and a little bit of daring now and again.
The elegant simplicity of our portfolios actually masks the sophistication and complexity of the risk decisions from which they derive. Each portfolio is diversified across global markets and economies, as well as asset classes and individual securities. By investing with Trilogy, you’ll gain access to institutional style investments that are directly aligned to your goals.
Good advice is hard to find. Multiplied by three, it’s formidable.
“I try to remove all of the stress and worries associated with financial matters – working proactively with my clients to get to know them, to give them the most informed advice I can.”
With over 15 years’ experience in the wealth management industry, Patrick has a background in providing advice to sophisticated, often high net worth individuals, families and SMEs who need clear guidance and a proven navigator. This often involves taking a 360-degree view of a client’s affairs to ensure the financial aspects are in good shape; creating, monitoring and reviewing strategies along the way.
Patrick brings a sharp eye for detail and a keen ear for opportunities across all client portfolios.
“I enjoy being a sounding board for clients and believe that quality financial advice ultimately is defined by the patient building of a long term relationship founded on the values of trust, transparency and knowledge of each individual”
Peter aims to combine his technical expertise with an understanding of how “money issues” intersect with the rest of people’s complex lives. His aim is to simplify financial affairs and provide solutions to complex situations to quickly and painlessly ease the burden.
Peter is passionate about helping and integrating clients into the advisory process, to empower and educate them along the way.
“My approach to wealth management is to educate clients on the different ways to invest money, and how to make more informed decisions in relation to life’s ups and downs.”
Samuel has a rich and varied background in providing financial and strategic advice to sophisticated and high net worth individuals, executives, medical and franchise owners on behalf of one of the top three financial services companies in Australia.
Samuel’s approach is holistic; educating and enlightening clients on the various strategies that are available to them and that are right for their goals. Life being what it is, these strategies can change, and this is where a trustworthy (and totally transparent) guide comes in.