Broker Check

Mission Statement

Why Choose TrendCalc?

Individual investors gain great value from a financial advisor who is caring, professional and ethical.

The best advisors understand not just the markets, not just the intricacies of investment vehicles, but something every bit as valuable: they understand how difficult it can be for people to consider the future, accept risks and make hard choices about money.

When your family’s future is at stake, there is no substitute for professional advice that is reasoned, rational and scrupulously objective.

Because TrendCalc is privately owned, when you work with one of our advisors, you will benefit from receiving guidance that is truly in your best interest.

Discover the value of a long-term trusting relationship with your own personal advocate.

TrendCalc stands out as a preferred choice when it comes to selecting an advisor with whom to partner.

The complexities of financial advice are reduced to clear and concise strategies and investment recommendations - allowing the client to embark on a journey of financial understanding.

Personable and Competent 
TrendCalc have a depth of experience in business management, research methodology, and investment management buy-hold-sell decision making and of course providing personal financial and retirement planning advice. Our advisors have a passion to assist our clients to meet their financial objectives.

Real Value
Through technical competence and a passion to add value, portfolios and financial outcomes are enhanced for clients.
TrendCalc sources superior economic, market, investment and technical research from its wealth of experience as a true market professional investment firm.

Management of Potential Conflicts
TrendCalc believes strongly that strategies and underlying investments for clients should be implemented only if they are in the interests of the client. In framing our recommendations, we choose from a full range of capital markets’ opportunities and risk management strategies. We do not have any in-house products and we do not accept soft dollar arrangements (non-cash marketing incentives) from product providers.

Aligned and Clear Financial Remuneration
The services provided by
TrendCalc are set out in a written agreement which establishes the ongoing obligations of TrendCalc to assist the client. Our remuneration is linked to the value of the client’s portfolio - an incentive for TrendCalc to continue to add value. Clients are not "locked-in" to any long-term agreements.

Long-Term Relationships
Enjoy peace of mind with your investment portfolio secure in the knowledge that you have a long-term relationship with a boutique financial planning
and market professional investment advisory firm which values your business and is approachable and responsive to your concerns and needs.

Philosophy for Growing Wealth and Maintaining it. 

Having enough wealth to enjoy life without financial restrictions is a position to which most people aspire.  Our role in growing your wealth to that level is a privilege that we take very seriously.

Many financial advisory firms will follow “off-the-shelf” planning templates and the pre-packaged investment solutions of the financial advice industry that can be expensive and not necessarily built with the best interest of clients.  Unfortunately, this can sometimes result in a clunky, reactionary, marketing driven advisory relationship.  We differ from our competitors by having a dynamic and proactive approach to growing wealth and by looking ahead; we aim to seek out opportunities and threats for our clients and their portfolios so they can achieve financial independence and freedom.

Wealth and financial independence is something that is desired and difficult to achieve and maintain.  We appreciate this fact and work closely with our clients to identify how they wish to live their lives. We then implement strategies to work towards growing their wealth towards a desired level of financial independence and personal security.  We have a partnership and understanding with our clients to grow their wealth.  Our goals are aligned and we are there to guide our clients to make good financial decisions before, rather than after an event.