welcome to Trillium financial services
Financial Planning, investment and Advice.
Plan, Invest, Save
Let’s build a plan that works for YOU
Firstly, we’re easy to do business with. We provide individual and customised financial planning for people like you, whether you’re a business owner, company director, sole trader, or employee. We will simplify the complex concepts of fees, rate of return, risks, account values, and pension options into easily understandable language.
James Garza, QFA, of Trillium Financial Services is a qualified financial adviser in the Dublin area for the last 12 years and has over 10 years of experience in the US banking and stock markets.
Trillium provides its clients with comprehensive investment reviews and investment and pension advice.
Call us now at 01 442 9950 and let’s start making the most of your future.
Our Approach
Our proven workflow
Analyze
Begin by thoroughly understanding your current portfolio and financial goals. Perform an analysis and evaluate where to best optimise.
Plan
Based on the analysis, develop a clear and actionable roadmap tailored to your unique financial goals. Set priorities for solutions that will help you achieve your financial objectives.
Manage
Oversee the implementation process to ensure that the execution of the plan meets your changing financial goals.
Financial Analysis
Do your current financial goals address your future financial needs?
Pension Advice
Are you on track for retirement from your current retirement plan, contributions and expected retirement age?
Investment Advice
Do your investments meet your current risk profile?
FAQ
Frequently Asked Questions
Am I saving enough for retirement?
Trillium conducts a detailed analysis of your current savings, lifestyle goals, and projected expenses to determine if you are on track. If there’s a gap, we will help you develop a plan to reach your retirement goals
How should my investments change as I approach retirement?
As retirement nears, it is important to gradually reduce risk and increase stability in your portfolio. Trillium helps you adjust your investment strategy to balance growth with the need for reliable income and capital preservation
Am I invested properly based on my current risk profile and retirement timeline?
We review your risk tolerance, investment horizon, and retirement objectives to ensure your portfolio is appropriately diversified. If changes are needed, we will recommend adjustments to better align with your goals.
Get in touch
Contact James Today
01 442 9950
james@trillium.ie
8 Ballyowen Park, Ballyowen Lane, Lucan, Co. Dublin