The TRIG Framework

At Trigwell Financial, we use the TRIG Framework to help you make confident, informed decisions about your financial future. It’s a simple yet powerful way to understand the four key levers that shape your financial outcomes:

🕒 Time – How long you have to invest
Time is your most valuable asset. Whether you're just starting out or planning for retirement, your investment horizon influences the strategies we recommend. The more time you have, the greater your ability to grow wealth and ride out market fluctuations.

⚖️ Risk – How you invest
Risk is about your investment choices. From conservative options to growth-focused strategies, we help you understand how different approaches align with your comfort level, values, and financial situation. It’s not just about risk tolerance—it’s about building a portfolio that works for you.

💰 Investment – How much you have to invest
Your financial resources—whether it’s regular savings, a lump sum, an inheritance, or superannuation contributions—are the fuel for your financial journey. We help you make the most of what you have, identifying opportunities to contribute more, use surplus cash wisely, or optimise your super strategy.

🎯 Goal – What you’re aiming for and when you’ll need the money
Your goal is your destination. It could be buying a home, funding a sabbatical, retiring early, or supporting your children’s education. It also includes the timing of when you’ll need the money. If the other levers aren’t enough to get you there, we’ll help you refine your goals to make them achievable and meaningful.

We ask every client:

What’s your TRIG?

Because your financial plan should reflect your values—not just your balance sheet.