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Helping you reach your potential.

Financial advice to help you manage, grow and protect your wealth.
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Stress Less.
Take Control.
Plan Ahead.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.

It’s leaving a legacy for the next generation.

At Trendium Wealth we help you get control of your money so you can live life on your terms.

How can we help?

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Insurance

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Retirement Planning​

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Investments

Good investments can make your money work harder for you, so you don’t have to work quite so hard to achieve the life you want.

Your local financial partners

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5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Prepare for tomorrow, make the most of today.

Insights

Super contributions

Super contributions

If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking…
Weighing up the Age Pension and the assets test

Weighing up the Age Pension and the assets test

Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…
First home guarantee scheme: how does it work?

First home guarantee scheme: how does it work?

Key takeaways: Eligible buyers can purchase or build a new home with a deposit of as little as 5% without…
Your home in retirement

Your home in retirement

When you’re planning for retirement, consider what kind of home you can afford and what suits your level of independence.…
How to get into the retirement comfort zone

How to get into the retirement comfort zone

A third of Australians retire without a plan. Here’s why you should have one. Working and generating a stable income…
Super lump sum

Super lump sum

You may be able to take your superannuation as a lump sum payment when you retire. This is usually tax-free…
Read more

Kind words from our clients

Meeting Purnaka (PK) and his team is a pleasure. PK has completely overhauled my financial arrangements in a clear and effective way that suits my needs and lifestyle. The level of professionalism with Trendium Wealth Management has been outstanding. I absolutely recommend Trendium Wealth Management if you are looking for top class professional services to suit your financial needs.
JANE - MERNDA
I would like to express my high regard for the service and support PK has provided over the last couple of years. He has been brilliant in walking us through and advising us on all things to do with our finances personal and in our business over the past may it be tax, investing in funds or insurance. I would gladly recommend Trendium Wealth Management Financial Planning to those looking for exemplary financial planning and advice.
PAUL - RESERVOIR
Approaching Trendium Wealth Management was one of the best decisions I made. PK not only understood our needs and preferences very well but also provided timely advice and solutions we required. PK is knowledgeable and professional in his approaches as a financial advisor. He keeps himself updated with the market trends and new funds that are available. Our experience with Trendium Wealth Management has made us feel secure about our retirement plans and investments. We highly recommend Trendium Wealth Management for a financially secure future. the last couple of years. He has been brilliant in walking us through and advising us on all things to do with our finances personal and in our business over the past may it be tax, investing in funds or insurance. I would gladly recommend Trendium Wealth Management to those looking for exemplary financial planning and advice.
MARK - WHITTLESEA
The professionalism transparency, dedication to cater to a client’s needs is commendable at Trendium Wealth Management. PK provided us with a comprehensive plan of action according to our long terms goals and plans. He was very clear about his vision and advice and throughout the last few years PK has been in constant touch with us and updated our financial plans and advised us with regard to new investments, and guided us exceptionally.
SANDRA - CRAIGIEBURN
PK has earned our trust by understanding needs and concerns and by guiding us effectively in planning our financial affairs. PK made a portfolio to meet our very specific requirements and has monitored it diligently, keeping us well informed. His vast knowledge on products and market, diligence, decision making skills, customer support and understanding is something that makes us feel very comfortable and easy to talk to. He explains things in a language we can understand. PK is someone I can completely rely upon for planning my finances and therefore have no problem in recommending him to any friends or colleagues.
SALVATORE & THERESA - DONCASTER

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Get in Touch
Call (03) 9436 6999
Our Location

Unit 4 / 31 Constance Court
Epping  VIC  3076
Operating Hours

Mon - Fri: 9.30am - 5pm
Sat - Sun: Closed
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Trendium Wealth Management Pty Ltd (1295093) ABN: 72 651 122 628 is a Corporate Authorised Representative of Ella Asset Management Pty Ltd
AFSL: 539386 ABN: 77 657 183 983 with Purnaka Kumarasena as the Authorised Representative (383761).

General Advice Warning

The advice contained on this site is general in nature and has been prepared without considering your objectives, financial situation or needs. You should, before acting on any advice, consider its appropriateness to your circumstances (including your objectives, financial situation and needs). You should also consider the relevant PDS before making any decision about any product.

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Jane Brown

Head Accountant

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