If living a fulfilling, balanced and carefree lifestyle upon retirement appeals to you, we would love to help you get there.
As a family business, caring for people is at the heart of everything we do. Trent, Suri and Kate are proud to provide a down-to-earth, personalised financial planning service and tailored wealth solutions to enrich your life, both now and after you finish working full-time.
Our principal financial adviser, Trent Gribbin, is highly qualified and has extensive experience in all financial planning matters. He is passionate about building wealth, saving tax and optimising cashflow for his clients so they can live retirement on their terms.
Whether you have a complex financial portfolio to manage, want to maximise your Centrelink entitlements or simply need help with budgeting and debt reduction, it’s important to have peace of mind and feel in control of your finances. That’s why we take a proactive approach to looking after your financial affairs.
Firstly, we get clear on your retirement lifestyle goals as well as your current financial situation. We then work with you to devise a tailored financial plan that will set you on the right path to achieve your long-term goals while continuing to meet your current and ongoing needs.
Throughout the process, we guide you to make informed choices about your superannuation, investments, insurance, estate planning and other financial planning matters. We regularly review the performance of your financial assets, and, in consultation with you, make any necessary adjustments to keep your income streams optimised and help you stay on track to meet your goals.
We’re also happy to take care of your Centrelink needs so you can enjoy your retirement without wasting time in long queues or on the phone.
Every step of the way, our commitment is to provide you with the best possible service so you feel comfortable and confident about your financial future. Our aim to build long-lasting relationships with all our clients based on mutual trust, understanding and open communication.
At TGFS Financial Planning, we believe that giving back is the ultimate gratitude. Our Referral Rewards Program is our way of saying “thank you” to our loyal clients for introducing their family, friends or work colleagues to our valued services.
We’re also proud supporters of local communities. Our current sponsorships include the Pakenham & Caulfield Park Alma Bowls Clubs and the Cora Lynn & Dandenong Stingrays Football Club.
If the thought of living retirement on your terms makes you smile, we’d love to give you the sound and trusted financial advice you’re looking for.
With over 18 years of experience in financial services, Trent has completed a Bachelor of Economics at Monash University and undertaken studies with the Securities Institute of Australia. He holds a Diploma of Financial Services and is currently completing his Advanced Diploma of Financial Services, majoring in Financial Planning.
Trent established TGFS Financial Planning in 2010 with a strong belief in the value of advice. He specialises in pre and post retirement planning and the transition to retirement, enabling clients to save tax and create wealth over medium to longer term. Also willing to actively manage Centrelink Age Pension recipient’s investments and cash flow, he works with Centrelink on behalf of his clients so that they can enjoy what is most important to them in retirement.
Trent has a growing family, enjoys travel, and plays competitive Lawn Bowls, so despite his age he may have more in common with his typical clients than you think.
Trent Gribbin is an Authorised Representative of Consultum Financial Advisers Pty Ltd. ABN 65 006 373 995 AFSL No 230323 (Consultum). Click here to download Trent Gribbin’s Adviser Profile (Part 2 of the Financial Services Guide)
is a Managing Director of TGFS Financial Planning.
Kate has more than 15 years experience working in the insurance and financial industry, and joined the TGFS team in 2013. With a Certificate III in Financial Services, Kate is responsible for the development of policies and procedures that ensure we deliver the highest quality customer experience. Outside of work and family life, Kate is a qualified dance instructor, teaching classical ballet, jazz, tap and contemporary for over 20 years.
Suri Gribbin With an Arts / Science Degree and Certificate III in Business Administration, Suri looks after the office administration side of the business. When not busy with her active young family, Suri enjoys cooking and eating her native Thai food, shopping, and cheering on her teams in the company’s AFL footy tipping competition.