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Your Trusted Partner in Financial Success

Watch our story and see how Trident Financial empowers businesses and individuals to achieve financial success. From innovative solutions to trusted partnerships, we’re here to help you grow and thrive.

5200+ FIVE STAR REVIEWS

about

30+ years of experience

ABOUT US

Empowering Your Business with Expert Guidance.

Trident Financial Group is a dynamic advisory firm trusted by an array of clients to partner with them to formulate and implement practical solutions for complex business matters.

Our goal is to work with our clients to deliver great outcomes through creative yet practical advice, leveraging our cloud based technological solutions and networks in different industries.

  • Goal Setting And Accountability
  • Mindset And Confidence Building
We Strive to Serve Our Clients

Our Core Cultural Values

These underpin everything we do. Our aim is to keep them at the centre of our culture so they shine through the forefront of our operations. We strive to serve our clients and make decisions through the lenses of integrity, humility, innovation, respect, and excellence. By prioritizing our clients’ needs above all else, we ensure that they receive the attention and dedication they deserve. We want to deliver great outcomes through creative yet practical advice, derived from a wide range of experience across a variety of industries.

Integrity

Integrity

Integrity

Humility

Integrity

Innovation

Integrity

Respect

Integrity

Excellence

Meet Our Team

At Trident Financial Group., our team of seasoned financial professionals is committed to guiding you toward success. With expertise in wealth management, investment strategies, and financial planning, we are here to deliver personalized solutions tailored to your unique goals.

team

Chin He

Partner
team

Jenny Wang

Partner
team

Anthony Chan

Senior Director
team

Ernie Thai

Director
team

Kevin Zhu

Director
team

Serena Zhao

Director

Discover how working with a
Financial advisor creates real impact.

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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.

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Provides a world class personal service - Trident has the knowledge and experience to navigate the most complex business structures. I appreciate all the time saving tools used to help us sign/pay/approve changes and processes easier

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Haydn has always been super helpful. Barely have to do anything when it comes to my tax return, he has everything ready by the time we have a phone call. Super easy to work with!

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My husband and I wanted to thank you for your amazing services for the last 15 years + we came to you for the first time with a very complex tax picture, and with only a couple of weeks before the tax deadline we provided you with initial documentation, you went right to work and prepared the needed documents in short order.

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