The Trustee for Trident Financial Group Unit Trust

Qualifications

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Reviews (120)

• Sally C

  NEW

  Google review

  04 Mar 2025

  I'm 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 (I've been living in the USA for two decades). As a dual Australian-USA citizen, I was reassured with Ernie's 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.
  The Trustee for Trident Financial Group Unit Trust

  replied

  04 Mar 2025

  Thanks for the review Sally, great to hear Ernie was able to assist with your expat tax needs.
• Philip W

  Google review

  18 Dec 2024

  I cannot recommend Trident Financial Group highly enough! Their expertise and support in estate planning and business consulting and advice is truly outstanding. They took the time to understand my unique requirements financial goals and provided a clear, personalised strategy that exceeded my expectations. The team is incredibly professional, knowledgeable, and approachable. Their estate planning services helped me protect assets and ensure future is secure during a complex probate, Meanwhile, their business consulting insights have been instrumental in optimising wider business operations and boosting profitability in a short period of time. What sets Trident apart is their commitment to clear communication and attention to detail. I always felt informed and confident throughout the entire process. If you’re looking for a trusted partner to guide you through complex financial decisions, Trident Financial Group is the way to go reach out to Roger Fredrick and Ernie Thai. Highly recommended!
  The Trustee for Trident Financial Group Unit Trust

  replied

  04 Mar 2025

  Hi Phil - Our team have really enjoyed working with you in settling the Estate tax matters and supporting the successful sale of the business including providing advisory services to increase its profitability and compliance services to fix historical errors. Looking forward to working on future engagements together!
• Paul 8

  Google review

  28 Nov 2024

  Roger is very knowledgable and understanding of structures that reflect personal and business needs.
  The Trustee for Trident Financial Group Unit Trust

  replied

  28 Nov 2024

  Hi Paul - thanks for your feedback! We're glad our team were able to assist you with your structures, personal and business needs.
• Amornphan C

  Google review

  22 Nov 2024

  Amazing professional firm
  The Trustee for Trident Financial Group Unit Trust

  replied

  22 Nov 2024

  Thanks Amornphan, appreciate it!
• Sylvia P

  Google review

  30 Oct 2024

  Chin and the team took away any unpleasantness from the tax return process and made it smooth and efficient.
  The Trustee for Trident Financial Group Unit Trust

  replied

  30 Oct 2024

  Thanks so much for the kind review Sylvia, glad you enjoyed the tax return experience.

Frequently asked questions

• What do you like most about your job?

  The best part of our job is to be able to help clients solve problems and present solutions they may never have considered themselves. We also strive to save our clients the most amount of tax and structure their business and personal affairs in such a way where they are least exposed. Seeing our clients build their businesses and the wealth is what we most like about our job.

• Why should a customer hire you over another service provider?

  We have quite an extensive team of advisors (over 35 accountants) that are qualified to help you with your Accounting, Business and Taxation needs. With our scale and breadth of experience, you will get the best advice and value for money.