Triumph Financial Planning is owned by Philippa and Dave Walters, whom are authorised representatives of Capstone Financial Planning, and is aimed at achieving your financial goals.
Their service caters for full or holistic planning, lifestyle objectives, through to limited or scaled advice for all stages of life.
They provide advice on all life stages and individual needs– from beginners to wealth accumulators, and from superannuation to retirement.
The charging is on a Fee for Service basis. There is no cost or obligation for the initial appointment.
Engagement is through advice and strategies. Strategy is the basis for achieving outcomes. Products are the tools to make the strategy work. Product selection will be based on your individual goals and objectives, not through the influence of product providers.
Triumph Financial Planning works in your best interest at all times. The strategies are based on your individual requirements and goals, your input, and your risk profiling.