Building Wealth, Securing Income, Protecting Lifestyle

 

Superannuation and
Retirement Planning

We specialise in superannuation and retirement planning. There are literally thousands of superannuation funds available in Australia are governed by complex and detailed legislation that is ever changing. We work with clients to achieve specific client focused outcomes that makes things straight forward and also give certainty surrounding retirement planning.

Professional and Ethical Advice

Our goal at Trinity Wealth Services is to be constantly respected as a professional, ethical and trustworthy financial services organisation, who fulfill dreams through building wealth, securing income and protecting lifestyle and are the preferred partner in helping our clients succeed in their financial ambitions.

Investments

We offer quality, well researched professional investment advice. We specialise in mid to long term investments for all types of investors who are looking for professional, quality advice from a trusted adviser.

Securing Income and
Protecting Lifestyle

We often do not realise how much we depend on our income until it is no longer there. We believe at Trinity Wealth Services that we should offer clients the peace of mind that comes with knowing your income is protected and is suitable for your own situation.

Likewise, we also encourage our clients to contemplate the satisfaction they will have knowing that they are covered for the unexpected events that can sometimes interrupt our lives. We know that this is not something that most people look at every day, but we strive to addressing the difficult areas and work together to meet your financial goals.

 
Vision Statement

To provide leading quality, trusted financial advice to Australian’s who value great advice.

Our Clients Say it Best
John and I have found Peter to be very honest, friendly and knowledgeable in what we are trying to achieve with our super for our retirements. We have never had someone to look after us the way Peter does in advising us on which path to go down. He has not only become our insurance adviser but also a friend, a person we can trust with our life goals. I would have no hesitation in recommending Peter to anyone for advice on super and insurance.

Val
Peter helped me sort out personally my financial situation and direct it towards better results.  My financial situation has improved.  I recommend the services of Peter Bond to anyone.

Antonio
I first met Peter when he arrived at our door and I was thinking here we go...what has my husband signed us up for now??? Well wasn't I surprised at how helpful and down to earth Peter was. He didn't push us into anything, listened to our needs and guided us into the direction where it was going to work for us. He comes and visits us every 6 months to make sure that all is going well and keeps us updated. He likes to work face to face, and we live half an hour away from the city but he always takes the time. If you want to get yourself sorted financially then give Peter a call; a really lovely & genuine person who thinks about you not him.

Leeann from Margate
We can’t believe that we have finally found a financial planner, with Peter’s ethics, who understands our needs and knows what he is doing! We feel that it is all achievable with minimum of stress on us. Peter clarified lots of things for us and once again we thank you for putting us in touch with him. We feel more positive about the future and how we can manage our plans, Superannuation funds, investments and work life with Peter’s expertise and guidance.

Rory and Vicki

What you need to know

Any advice in this page is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.

Useful Information

Financial Services and Credit Guide (FSCG)

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Authorised Representative AMP Financial Planning Pty Limited ABN 89 051 208 327 | AFS License No. 232706

Accredited by AMP