Authorised Representative of AMP Financial Planning Pty Limited.

Trinity Wealth Services is a financial planning business that has nurtured from the desire to offer Australian’s a financial planning practice that lives by ethics, integrity, honesty, results and loyalty.

Peter Bond is the director and principal adviser at Trinity Wealth Services.  He has over 10 years of industry experience and has a bachelor of commerce from the University of Tasmania, a graduate diploma of financial planning from the Securities Institute of Australia and has the highest designation possible in the industry being a Certified Financial Planner.

Peter’s passions in life include spending time with his son, playing golf and living his Christian faith.

peter-bond-trinity-wealth-services
 
Vision Statement:

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

Mission Statement:

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.

Values

Honesty
Service
Integrity
Loyalty
Professionalism

Moto

Building Wealth, Securing Income, Protecting Lifestyle

Client Value Proposition

Trinity Wealth Services is a financial advice organisation operating in a very competitive market space among many competitors in a time of intense scrutiny. Through this cloud of competition, compliance and criticism of the industry, Trinity Wealth Services aims to differentiate from its competitors with the following client value offering:

  • Client engaged and focused by being local, offering face to face advice be it in the office, at the client’s home or work place.
  • Client loyalty is important at Trinity Wealth Services. We are here to offer a relationship of trusted advice as opposed to a simple encounter. We acknowledge that over a client’s life there will be many times where we can serve and add value to your financial circumstances.
  • We believe that honesty and integrity and our client’s trust are all fundamental to our business and we strive to maintain these qualities every day and at every experience with our clients.
  • We believe that professionalism means that each of us strive to be the best we can possibly be to offer the best possible advice and level of service that our client’s deserve.