The Power 7 with Joseph….

Joseph Meawad, Senior Financial & Credit Adviser, Trinity Financial Advisers shares how his gift for breaking down complex financial jargon led him to financial advice; how education was the key to being able to travel the world and his most recent ‘high-five’ moment of building a large equity portfolio across borders.


  1. Why financial advice?

I chose financial advice because money is such a taboo topic. I studied accounting to educate myself and then found that I had a good knack it and at breaking down some complex financial jargon to people who needed that jargon simplified.

  1. What are you most proud of? 

I am most proud of my education – it has allowed me to travel and work around the world.

  1. Who inspires you?

My wife, looking after 4 young children and studying at the same time is a mammoth effort.

  1. Your most recent ‘high-five’ moment?Constructing a reasonably large equity portfolio with cross border tax implications.

    5. Favourite holiday destination? 

    Fiji…Fiji…Fiji (Manuka Island).

     6. Early or late tech adopter? 

    Early (begrudgingly-tech and me don’t get on but I am wise enough to realise who is boss).

    7. Where will you be in ten years?

    Running Trinity Financial Advisers.