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Ph: (03) 5304 8200
1220 Sturt St, Ballarat, Vic, 3350

With a proud history in the area, we understand the unique personal and business needs of our regional clients. We work to deliver you a well-rounded financial institution- with advice only ever a phone call away.

We are proud supporters of the Ballarat Community, demonstrating our continued involvement in events such as sponsorship of Walking off the War Within. This is reflected in our warm and friendly work environment, and flows through to the enjoyment received in getting the best outcomes for our clients.

Just like our many community interests, we offer a wealth of expertise in every aspect of your personal or business’ financial needs, including:


Tax Management Advisory

Tax Management Advisory

  • Fringe Benefits Tax
  • Capital Gains Tax
  • GST Registrations
  • Tax Planning Strategies
Investment Advice & Wealth Accumulation

Investment Advice & Wealth Accumulation

  • We have our own in-house financial planner who will help you with an individually designed financial plan based on your circumstances and priorities
  • Advice in relation to financing commercial and residential property acquisitions
  • Investment Advice - specific investments such as shares or managed funds
  • Personal Insurances - establish a plan to replace your income and protect the family home in the event of illness, injury or premature death
  • Portfolio Management & Administration
  • Centrelink Entitlements
  • Transparent Fees: Fee-for-service rates are customised based on the financial objectives and complexity of your situation
Business Consulting

Business Consulting

  • Advice in setting-up a new business – everything from business structure (sole trader, partnership, company or trust) to establishing registrations such as GST
  • Business Registrations (ABN, TFN, Workcover, Payroll Tax)
  • Succession Planning
  • Advice in selling your business
  • Business plans
  • Budgets
  • Cash flow projections
  • Assistance with finance applications and industry benchmarking
  • Company de-registrations
  • Member voluntary de-registrations
Superannuation and Self-Managed Super Funds (SMSF)

Superannuation and Self-Managed Super Funds (SMSF)

  • Superannuation & Retirement Planning - getting the most from your super
  • SMSF administration and compliance advice
  • TRG Financial is not aligned with financial institutions and as such is free to choose which products and services best meet the needs of our clients
  • Eligibility of superannuation contributions and tax deductibility
  • Portfolio Management


  • Preparation of Financial Statements
  • Income Tax Returns
  • Business Activity Statements
  • Assistance for businesses’ with Payroll, Superannuation and other employee requirements
  • Corporate Secretarial lodgements – for meeting regulatory requirements such as name changes annual returns, minutes etc.
  • Advice and Training in software programs such as MYOB or XERO to best suit your business needs
Estate Planning and Administration

Estate Planning and Administration

  • Liaise with clients and their solicitors in Estate Planning and Will Preparation
  • Advice on Testamentary Trusts and taxation consequences of asset distributions
  • Estate Administration