Financial Advice

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.

Welcome to our new site!

We're excited to share our new online space with you. Please bear with us as we continue to make updates and improvements to enhance your experience. Thank you for your patience and support!