About

Triple A is a boutique financial planning practice located in Kent Town South Australia. We always look at innovative ways to offer our clients excellence in service and advice.


Our clients deserve to be happy!


Understanding what’s important to you, is the first step towards creating Financial Freedom.

Your advice experience
Your JOURNEY AHEAD
Our conversations

Video

Our Advice

Investing and Superannuation
Financial Planning for Women
Protecting What’s Important
Small Business Success
Pre Retirement
Living In Retirement
For updates on the run read our weekly news covering a range of lifestyle, business and finance stories from some of the worlds best journalists.
Download the ‘tripleA News’ app right here using your mobile device:

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OUR TEAM

Ashley Hann
Director

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Liz Trotter
Financial Adviser

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Ken Grundy
Financial Adviser

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Triple A 2016 National Practice of the year
Triple A 2016 SA NT State Practice of the year
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  • “Without Liz’s help my boys and I would have lost everything”

    Donnitta
  • “Having Triple A Financial Services to assist us to manage our finances has been very rewarding and reassuring”

    Female age 65
  • “Liz has changed my life her exemplary knowledge is faultless coupled with her caring and approachable manner. I sing her praises often when referring her to others.”

    Michelle
  • “Ashley knows our situation and has been incredible in meeting our goals through his financial expertise.

    Ashley and Liz know we are not risk takers and base their advice off that information. We feel we can trust Triple A.”

    Male 58
  • “Ashley focuses on issues and provides thoughtful options for action.

    Ashley’s advice has been proactive, effective and delivered in a very personable manner. We are very impressed with Ashley and very happy with him as our adviser.”

    J & S Ward
  • “Ken looks at our choices for the future and advises us accordingly. Understands our needs and respects our thoughts .”

    Male, aged 60
  • “Ken is knowledgeable about current socio economical trends and requirements. Always forthright with advice that counts in fulfilling our retirement needs.

    Male, aged 68

Events


130341_beautybar2 Ocea

Event raised over $2,500 Thank you to all who have supported and donated. A big thank you to Ocea from Ocea Beauty Bar and her amazing cast and crew.

Friday 15th May 2015 at 7pm

Triple A Financial Services and Ocea Beauty Bar are proud to present “Ocea The Musical” for charity.

The sold out fringe musical show is back by popular demand …… ladies make a night of it and join us for a giggle , nibble and networking and help raise funds for The Salvation Army – Women’s Services.

Cheers
Liz


Client Communities

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Library

Working out where you stand with your finances and investments can be a challenge.
To help you, here are links to websites with useful calculators.


Colonial First State Calculator

The Australian Securities and Investment Commission (ASIC) Calculator

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Contact

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Disclosure: Triple A Financial Services is an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

General advice warning: Information in this web page is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on this content.

This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

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