Trigona Financial in Sydney is a boutique financial services firm with a core focus on people, not products. We recognise that people are unique and have different financial goals and it’s important to us that we help you reach those goals, not just give you generic advice.
Like the Trigona bee, we’re proudly Australian, hardworking, and dedicated to our cause. Whether it’s investment, superannuation, debt management or financial coaching, we’re here to make the complicated industry simpler by understanding your needs and circumstances before tailoring a financial plan to suit you.
Check out our Services to find out more about how we can help you build your wealth and secure your financial future. Services we offer include:
You can also visit our Blog to learn more about about wealth and financial advice.
Trigona Financial Empowerment is an authorised representative of Lifespan FP.
WHO WE ARE
Easy to Understand, Real Advice
B Business Certified
Advanced Financial Planning
Elizabeth Chevel, Director / Financial & Wealth Adviser
email@example.com | Phone: +61 413 887 591
"I treat my clients as friends. I'm available to them at all times and feel good knowing they think of me when they are about to make a decision."
Liz is a Lifespan FP Authorized Representative and has acquired a wealth of experience being in the financial industry for about 10 years and throughout her tenure has gotten tired of hearing about bad advisers. She's decided to put this case to rest and represent, hence the birth of Trigona Financial (while this was all being whipped to form she was going through her pregnancy, so double the birthing pains!) whose aim is to provide not only first but also world class personalized ethical financial planning based on unique individualized assessments.
Every sit down with Liz is a true learning session, the best interest of her clients are always put first and this has helped her sustain trusted long-term business relationships proven by her existing client base impressively built from word of mouth. You're sure to not have a "dine in and dash out" encounter. She ensures stellar results through proficient comprehensive financial knowledge, utilisation of a whole range of tools and holistic wealth advisory recommendations.
Having life goals, aspirations, and a young family Liz practices and applies what she preaches. She shares the same strategies that have worked well for her family to her clients. Liz finds it very rewarding to know that she helps clients have more control of their finances and lives that they too feel a sense of achievement.
Liz loves to travel the world, meet all sorts of new people and experience different cultures. Her young family and their lovely dog, Chiefy, live in the leafy suburbs of the upper north shore enjoy weekends together with family or friends over a fantastics foodie communal meal. Other times are spent with her daughter at a library for rhyme time, a visit to a local cafe, or a dip in the ocean.
Rebecca Soans, Director/Financial Adviser
firstname.lastname@example.org | Phone: 0418 227 335
"Part of my role is to be the strategist: how do we achieve your goals? The equally important part is that of supporter, educator, go-to resource and, as some clients call me, security blanket!"
After completing a Masters degree in Law at Cambridge University Rebecca began her career in investment banking as a fixed income trader. She worked for two London-based banks then in 1995 moved with JP Morgan from London to Sydney.
When Rebecca eventually left the trading desk she was keen to make use of her many years’ experience in financial markets, so she completed a Diploma in Financial Planning through the Financial Planning Association. This was followed by seven years with Platinum Asset Management, the funds management business specialising in international equities run by Kerr Neilson.
In 2013 Rebecca renewed her financial adviser’s licence and established her own business; her particular area of interest is retirement planning for women. She is authorised to advise on investments; superannuation; debt management; cash-flow management; retirement planning and life insurance. She has extensive hands-on experience in property investment and helps many clients plan their home and investment property purchases. She does not believe in recommending products that she would not invest her own money in.
Rebecca works in Sydney and also in the Lower Hunter Valley where she and her partner have a rural property that is home to several horses, one lazy cat and a Jack Russell Terrier called Crazy Daisy.