Take Control of Your Financial Future
Planning your finances doesn't have to be overwhelming. We break it down into clear steps that actually make sense for real people with real goals. Whether you're just starting out or looking to refine your strategy, we're here to help you build something solid.
Explore Our Approach
Three Steps That Actually Work
We've spent years refining this process. It's not flashy, but it works because it focuses on what matters most to you and your family.
Start With Reality
We look at where you are right now. No judgement, just honest assessment of your income, expenses, debts, and goals. This foundation makes everything else possible.
Build Your Strategy
Once we know where you stand, we map out practical steps forward. This includes budgeting that doesn't feel restrictive, saving strategies that fit your lifestyle, and investment approaches that match your comfort level.
Track and Adjust
Life changes and your plan should too. We help you monitor progress and make adjustments when circumstances shift. Flexibility is key to long-term success.
Why Our Clients Stick With Us
Clear Communication
We explain things in plain English. No confusing jargon or complicated terms that leave you nodding but not understanding. You'll actually know what's happening with your money.
Personalized Attention
Your situation is unique and cookie-cutter solutions don't work. We take time to understand your specific circumstances, goals, and concerns before recommending anything.
Ongoing Support
Financial planning isn't a one-time event. We're here for questions, adjustments, and guidance as your life evolves. Think of us as partners in your financial journey.
Realistic Expectations
We won't promise overnight transformations or guaranteed returns. Instead, we focus on steady progress and building habits that support your goals over time.
Working with trelavinos changed how I think about money. They helped me see that financial planning isn't about restriction, it's about choices. Three years later, I've paid off my credit cards and started investing for the first time.
Freja came to us in early 2022 feeling overwhelmed by debt and unsure where to start. Through consistent work and practical strategies, she's built financial habits that now feel natural. Her experience shows what's possible when you have the right support and clear direction.
Ready to Get Started?
Our next planning sessions begin in September 2025. Spaces are limited because we focus on quality over quantity. If you're serious about taking control of your finances, let's talk.
Schedule a Conversation Learn More About Us
trelavinos Financial Planning
Based in Wetherill Park, we serve clients across the Sydney metropolitan area. Our approach combines practical experience with genuine care for your financial wellbeing. We're not here to sell you products, we're here to help you make informed decisions.
2/24 Daniel St, Wetherill Park NSW 2164, Australia
Phone: +61418458457
Email: info@trelavinos.com