Financial planning is our passion
TRUST – SERVICE – EXPERTISE
About Us
We love to serve people; and we do this through identifying client objectives and implementing strategic financial planning solutions for individuals, families and businesses. We foster long-term relationships with people who trust and value our advice in the areas of investments, risk insurance, superannuation, retirement planning, aged care, estate planning, business advice and finance/debt management.
Our Mission
We work with individuals, families, and businesses by identifying financial objectives and matching them with strategic financial planning solutions. We foster long-term relationships with clients who trust and value our advice.
Trevlyn McCallum
As founder and co-director Trevlyn is the principal financial adviser who delivers the financial advice. He has more than 15 years experience in the financial services industry.
Trevlyn has also worked in a variety of managerial positions with MLC Ltd and IOOF Ltd. He is a member of the Association of Financial Advisers and amongst other qualifications holds the Advanced Diploma Financial Services (Financial Planning) and a Master of International Business.
Our Services
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We have experience across the spectrum of management within large multi-national organisations to running small one person businesses. Managing your staff, selecting appropriate technology, ensuring appropriate business structures and a thousand and one other issues are all important in running a business. We can help you to continue building an effective and profitable business.
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Our core business is financial planning. We love our work. It involves managing all aspects of your financial situation. We consider all of your personal and financial circumstances and then deliver strategic advice.
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Planning is fundamental to achieving financial objectives. Not all roads lead to financial freedom. It is never too early to start planning for your retirement. Wealth accumulation starts with a long term strategy. We help clients in every stage of life; from setting budgets, saving and investing, all the way through to assisting retired clients manage their money.
For those approaching retirement we can formulate tax effective transition to retirement strategies. We also help you interact with Centrelink pre and during retirement.
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Effectively passing wealth on from one generation to the next in a tax effective manner is important. We help clients to develop strategies to build wealth, invest it wisely, and then plan to pass it on to the next generation without eroding its value through unnecessary tax. We facilitate a range of comprehensive estate planning services through our arrangement with MLA Lawyers.
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Investing is a means to build wealth. Accurately defining risk is important when considering investments. Risk is in-explicitly tied to the definition of money and inflation. As we help our clients achieve financial objectives we need to understand money in terms of purchasing power. Our aim is not simply to preserve or create money. Our promise is to help our clients have the capacity to purchase what they want with their funds now and in the future. Understanding inflation is key when defining investment risk and building appropriate investment strategies.
Diverse asset allocation is important when constructing our clients’ portfolios. We do not believe it is prudent to invest all of our clients’ funds in one type of asset. Short-term investment success achieved by market-timing cannot be consistently predicted and maintained. Our objective is to add value to clients’ portfolios through delivering strategic asset allocation and investment advice, based on asset valuation. Our investment philosophy is controlled and disciplined, with a long term wealth building focus. Inter-generational wealth creation and planning is one of our core objectives.
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Protecting your wealth and providing for your loved ones into the future is an important financial planning strategy consideration. We provide a complete range of risk insurance services. This includes life, total and permanent disability (TPD), income protection and trauma cover.
Our strategic risk insurance advice is centered on helping our clients to proactively protect and secure their income, retirement savings, businesses and other financial objectives against sickness, injury and death. We believe that strategic insurance advice protects our clients and their families from financial disaster and also helps achieve financial objectives in the midst of sickness, injury and tragedy.
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Understanding and controlling your finances is important to achieving your objectives. Your attitude and management of money and debt helps deliver financial security. We coach and help our clients with managing their household economy; debt management is key to this advice.
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Good legal advice is needed by most people at some point. We can assist you to obtain good legal advice through our arrangement with McMasters Lo Andrawis (MLA) Lawyers. MLA Lawyers have expertise in areas such as wills, general powers of attorney, medical powers of attorney, co-ownership agreements, and other legal structures to develop optimal business planning, investment planning, asset planning and succession planning. MLA Lawyers work in conjunction with us to ensure their work complements your financial plan.
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Super is the government mandated tax-favoured retirement savings vehicle. Saving now for your retirement is important. Super is a key component to your retirement plan.
We help you to set and review retirement savings objectives to plan for your future. Our advice covers retail funds, industry funds and self-managed super funds.
We do not want to be good at what we do. We want to be extraordinary in the positive impact that we have on our clients’ financial lives now and into the future.
Our Values
Contact Us
KNOX FINANCIAL
Level 13, 39 Murray Street, Hobart TAS 7000
GPO Box 40, Hobart TAS 7001
Mobile: 0410 557 880
Fax: 03 6236 9833
Trevlyn McCallum (AR 1008755) and Knox Financial (CAR 1244405) are authorised representatives of Dover Financial Advisers Pty Ltd (AFSL 307248)
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General Advice Warning
This advice may not be suitable to you because it contains general information which does not take into consideration any of your personal circumstances. All strategies and information provided on this website are general in nature. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.