Domenic Defilippi2021-09-24T02:46:16+00:00

Financial Planner Profile

Domenic Defilippi FPA®

Principal & Financial Planner-Trend Financial

At Trend Financial we genuinely help our clients make the right financial decision, putting all the pieces in the right places.

We are a Licensee and take on Financial Advisers with the same principles, helping people with knowledge, and the best outcome to achieve their goals.

Having a lending arm with RAMS Homeloans has been another piece of the puzzle, with helping our clients structure, to pay the home off faster or buying an investment property or simply making some home improvements.
Our clients are like family, we are small enough to care and big enough to make a difference.

Looking after all your needs, from Tax reduction strategies to a better retirement.

We don’t sell products, we use the right product to get the best outcome.

Qualifications:

  • Bachelor’s Degree Finance & Financial Planning
  • Member of the FPA

What to Expect When We First Meet

The 3 major benefits I promise my advice will deliver are:

1. Making my clients financially better off
2. Providing complete peace of mind
3. Delivering life changing outcomes

What to bring to the meeting:

In order to have the most effective conversation during the meeting, please bring along the following documents and attachments:

  • Budget Template (Attached Below)

How are we different?

  • We are a family-owned business, so we understand your needs and expectations. We are like you.
  • We rely on the trust of our clients and wish to foster ongoing relationships.
  • We are down to earth and can understand both your personal circumstances and the impact of local issues.
  • We are part of the local community and are involved in sporting and community groups.
  • In addition to our common-sense approach, it’s our advice philosophy and process combined with our high level of service.

“In acting as the core adviser my job is NOT to tell my clients what to do but rather listen to what they want for their future and then work TOGETHER to create a plan to help them get there.”

Documents:

Financial Planning Services:

  • Personal Superannuation advice
  • Self Managed Super Funds
  • Wealth Management & Non-Super Investment advice
  • Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
  • Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
  • Taking a redundancy
  • Inheritance
  • Family matters

  

  • Gearing advice through Margin Lending strategies
  • Debt Management
  • Estate Planning
  • Cash Flow Management
  • Pre Retirement and Retirement Planning
  • Centrelink Benefit Strategies
  • Estate planning
  • Relationship breakdown

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