Trident Financial Group - Surrey Hills (VIC)

5 /5 Sateesh Palliyil: Haydn has been an absolute pleasure to deal with. His expertise, attention to detail, and genuine care for his clients truly set him apart. He took the time to understand my financial situation and provided clear, practical advice that made me feel confident about my financial future. What I appreciated most was his transparency and patience in explaining complex financial matters in simple terms. It’s rare to find someone so professional, approachable, and trustworthy in the financial industry.

5 /5 Chandan Kansal: I recently had a conversation with Roger regarding investment options, and he was extremely helpful. He shared a lot of practical tips and insights that gave me more clarity and confidence in my decisions. Roger is knowledgeable, approachable, and genuinely interested in helping clients. Highly recommend speaking with him if you’re looking for sound financial guidance.

5 /5 Sally Coulter: Im very happy with my experience with Trident Financial Group. I worked specifically with Ernie Thai, who was recommended to me by my financial advisor for help preparing my first Australian tax return in 22 years (Ive been living in the USA for two decades). As a dual Australian-USA citizen, I was reassured with Ernies experience working with expats who still have financial interests in the USA. Ernie was friendly, helpful, and efficient. It feels good to have a tax guy that I trust as I settle back into life in Australia. Definitely recommend.

5 /5 Dion Sant: Been working with Ernie Thai for over a decade. He and the trident team are exceptional & thorough. Thanks.

5 /5 Beatrice Toh: The team at Trident have been amazing to work with, Roger who looks after our accounts has been instrumental in not only managing our tax affairs with precision but also in providing comprehensive financial planning that has truly set my small business on the right path. Their expertise in navigating complex tax situations, combined with a deep understanding of long-term financial goals, has given me peace of mind, and for someone who had zero concept of accounting, that says a lot. They are always available to answer my questions and provide insightful advice tailored to my specific needs. Highly recommend their service.