Trinity Private Wealth is a specialist financial advisory practice based in Wembley, WA, dedicated to providing personalised comprehensive financial planning advice to clients. Led by the experienced and award-winning Certified Financial Planner, Nektar Karkotis, the team at Trinity Private Wealth believes in helping clients achieve financial freedom to live their best lives. Their holistic approach covers various areas such as investment planning, superannuation planning, taxation planning, insurance planning, cashflow and budgeting, debt management, retirement planning, and estate planning.
With a mission to empower clients to make smart decisions with their money, Trinity Private Wealth offers structured and tailored financial advice that aligns with individual values and beliefs. Their ongoing partnership program ensures continued support as clients’ lives evolve, helping them stay on track to achieve their financial goals. By simplifying complex financial matters and providing clear and comprehendible advice, Trinity Private Wealth aims to empower clients to take control of their financial future.
Noteworthy is Nektar Karkotis’s accreditation as one of the few Financial Advisers in Australia to have already met the FASEA Education Standard requirements well ahead of the 2026 deadline. This accreditation underscores Trinity Private Wealth’s commitment to staying at the forefront of financial planning thinking and qualifications in Australia. By leveraging internal processes and engaging external specialists when needed, Trinity Private Wealth ensures the delivery of promises and the execution of tailored financial plans that cater to each client’s unique needs and aspirations.