Tailored Financial Solutions
for Public Servants and Their Families
Discover Tradex, your partner in financial empowerment. From personalized advice to retirement planning, we offer a range of services tailored to your needs. Whatever your financial goals, we’re here to support you on your journey to success.
The Core Elements of Financial
Planning and Advice
Goal Setting
Define and prioritize short-term and long-term financial goals.
Cash Flow Analysis
Review and analyze long-term cash-flow requirements and develop strategies to meet your income needs.
Investment Planning
Assess risk tolerance and investment objectives to develop your tax-efficient investment strategy.
Insurance Planning
Evaluate insurance needs if any beyond government employee benefits.
Retirement Planning
Assess retirement goals and financial situation to develop a personalized retirement plan.
Free Portfolio Evaluations
Our financial advisors have a wealth of knowledge and are available to offer expert, unbiased financial advice and portfolio reviews on a free, no obligation basis.
Tailored Investment Planning
At Tradex, we excel in providing tailored investment planning, crafting personalized strategies to align with your individual financial goals and aspirations.
Financial Solutions for New Investors
We provide accessible financial solutions tailored to novice investors, ensuring that finance is understandable and approachable for those new to the world of investing.
Serving Public Servants
We exclusively serve public servants and their families, offering specialized financial advice tailored to the public service.
Socially Responsible Investing
Tradex offers a number of socially
responsible investing options that promote environmental stewardship, consumer protection, human rights and diversity.
Book a Consultation Today Or Explore Our Range Of Products & Services
Whether you’re ready to sit down with one of our financial experts or simply
want to explore our diverse range of products, Tradex is here to help you
achieve your financial goals with confidence.