The Business of Family
WHOLESALE CLIENTS ONLY
Our Purpose
With over two decades of experience working with clients, we have witnessed the challenges and triumphs of family-owned businesses and those private families managing their personal wealth.
Our focus is helping business owners and families navigate their unique journeys.
We understand the intricacies of business strategy, profit, governance, and the delicate balance between professional and personal risks. We also recognise that the realities of business do not always blend well with the emotions of family.
We recognise that every family business is different—some aim to sell, while others contemplate the next generation taking over.
Moreover, we are specialists in personal wealth management and advising on your personal goals and objectives.
The need for Trajet came from observing that few advisers sit at the intersection of the family business and personal wealth.
Trajet advises wholesale clients only, as defined under the Corporations Act 2001 (Cth). Advice is provided in a written wholesale format rather than through retail Statements of Advice.
Building Resilient Legacies.
Our Inspiration
Our ultimate inspiration came from a visit to a family-owned cognac distillery in France established in 1847. Their story of resilience, innovation, and commitment to tradition, values, and harmony left a profound impact on us.
As Australia experiences a significant demographic shift, with many business owners approaching retirement, the decisions surrounding the future of family enterprises are more critical than ever.
Trajet: Your Compass in Family Business Governance
Business Governance
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Family Business Planning
Plan the future of your family's business. Business is about strategy & profit while simultaneously balancing the personal elements of family goals and relationships.
Leading the Way to Harmonious Legacies – Trajet
Wealth Management
Our wealth management services and advice are designed to address the key areas of:
Financial Planning
Retirement Planning
Insurance Planning
Investment Strategy
Portfolio Management
Estate Planning

From financial planning advice to customised investment strategies, we have deep knowledge of wealth management for private clients.
Moreover, for our business clients, we make a genuine effort to identify and understand your inherent business risks, then adopt strategies to both leverage and mitigate them within your personal wealth plans.
We provide a unique investment solution specifically designed with the business owner in mind.
"Resilient Strategies,
Enduring Legacies."
