Trumpet Financial Information

Welcome to Trumpet Financial. Trumpet Financial provides assistance in your financial world in a structured fashion. You will be given the most appropriate professional advice to help you minimise risk, maximise opportunities & reduce financial worry. How we can help you Educate – educating you about possible risks and opportunities in your financial world. Advise – providing professional advice and making specific recommendations. Implement – getting it done by making the process simple and streamlined. Review – ensuring the insurance and investments you hold are the best available. Who we help Professionals – busy professionals are enthusiastic about how we provide education to them to make an informed decision. Business Owners – successful businesses choose us as a partner in their financial world due to our systematic approach. Barristers – barristers understand the importance of contract law. This is our focus. Medico’s – sometimes an illness may stop a medico from working. Where we can help you Wealth Creation – providing a systematic approach to building your wealth & superannuation Risk Insurance – Implementing & reviewing your Life, Income protection, Trauma and TPD cover Tax Planning – legitimately managing and minimising your tax. Family wealth transfer/Estate Planning – making sure the hard work you have done passes on to the next Generation at the appropriate time. Trumpet Financial is a Corporate Authorised Representative of Sentry. This Relationship provides access to a wide variety of resources and Product providers that benefit you. In the 30th of September 2022, Honan Insurance Group (Honan), one of Australia’s fastest-growing international brokers, has acquired the Trumpet Financial business, a specialist in life insurance and risk management advice for individuals. In joining the Honan family, we are now operating as Trumpet Financial - a Honan Company.