Trl Financial Solutions Pty Ltd

Terrell has always been able to listen and give me advice on all my financial matters. He is able to explain it in understandable terms which I have found very helpful in building on my own financial knowledge and then enabling me to confidently make my own decisions based on his advice. Terrell has always been very friendly and professional.

Terrell, we were so pleased to find you after a not so great experience elsewhere. Your knowledge about financial planning into retirement has been exceptional. Perhaps your greatest asset is that you listen and you developed advice and planning around our needs not just a one size fits all. For me - I was really apprehensive about retiring - letting go of work that has been so much a part of my identity. But I now feel very reassured and confident about a financially secure future, thanks to the advice and support Terrell has provided. I am looking forward to the next phase of life. Bring it on - I am now ready. Thank you so much

It has been a pleasure working with Terrell. He made our finances easy and helped us save money in so many areas. I highly recomend TRL if you want to get on top of your finances and setup for your future.

Terrell is the kind of Financial Advisor I was looking for!I had been so reluctant to let go of control of my own Self Managed Super Fund for years. It never seemed the right time and I never felt comfortable with the idea of an unknown person guiding my financial future.From the moment that Terrell and I met through Zoom, after a recommendation by my long-term friend and account, I was quite at ease. Terrell has a natural ability to relate well and quickly eased me into the idea of letting go of my own management of my fund, after years of the challenge and fun that it gave me. He spent the first few Zoom meetings getting to know my investing experience, personal attitude to life and my risk comfort level. He then came back with suggestions for us to discuss and adjust.As a Senior, I was ready to make the change and he made it so comfortable and understandable. Nothing was too much trouble. I needed to ask many questions. He readily answered them and invited me to keep closely in touch to reassure me that I understood exactly what might be possible and how it would pan out.He stepped me through every process, explaining each step thoroughly and sent emails with documents to read and sign when I was ready, maintaining his lovely affable manner. I did have to go to my bank to ensure that the BT fund and Annuity were authorised arrangements. That entailed the bank having to call him to verify who he was. He was right there on the phone to confer with the banking assistant. Always so willingly and making me feel that he knew exactly what I needed.Once the transfer was set up, Terrell made sure that I was happy with the arrangement and he is still personally interested in my well-being. We have become good friends over the phone.I am so pleased that I finally made one of the biggest changes in my life with him to guide me.Thankyou, Terrell.Evelyn HarrisonWollongong, NSW. Australia

Terrell have provided us with outstanding high-grade service, given us advice suitable to our needs, and implemented strategies that will help us achieve our best financial outcomes.