Success is not an overnight result, set yourself achievable goals and strive towards building your wealth to new heights.

Everybody focuses on investing for wealth creation, however, what most families forget is that every dollar saved is the same as every dollar made. The most important step to wealth creation is to monitor and control your family's cash flow. Before you rush out to purchase an investment ask yourself these questions:

  1. Can I afford to borrow, to purchase an investment?
  2. How will repayments affect my cash flow?
  3. What is my monthly expenses, and do I have surplus funds?

At Trend Financial, our experienced Financial Planners will be able to assist and guide you through the steps of wealth creation. Our advice is tailored specifically to your personal situation and we will always have you best interest in mind.

 

budget planner

To assist you in planning out your cash flow, we believe the right tools will stream line the process and provide you an accurate overview of your financials. 

The Trend Financial calculator enables you to:

  • Evaluate your expenses & analyse your cash flow
  • Input custom field's (for example, fishing needs)
  • Calculate your finances confidentially ( We will email you our budget planner which you do not need to return to us, it is not connected to the internet and can be your personal reference)