17 Reviews

Philippa Walters

Triumph Financial Planning

Gold

34 Yrs Experience

Gladstone, QLD 4680

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Triumph Financial Planning offers a holistic service to clients.

We are a fee for service practice and cover all aspects of strategic financial advice.

We offer advice to clients through all stages of their financial life.

Our hours are 8-30 to 4-30 with after hours appointments by request.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Margin Lending
Shares & Investments
Aged Care
Tax Strategies
Growing Assets
Wills & Estates

5.00 October 2022

Our first experience with Phillipa was through a previous agency that’s why we put our financial future in her hands. Phillipa has always been available, her knowledge and expertise is exemplary. Phillipa is so patient with us older people navigating us through such unstable financial times. Would we recommend Phillipa? 100% yes.

5.00 February 2018

I have found her to be honest, reliable and very understanding of life's challenges as I move from my working life into pension life with a small investment package. Barb 4680

5.00 February 2018

Philippa is the best investment choice i have ever made! Very professional, knowledgeable, consise and straight to the point. Nothing as ever been to much trouble. Exactly what anybody would ever want in an investment/retirement adviser.

5.00 December 2016

We are very happy with the support, advice, communication and follow up that Philippa provides us.

5.00 December 2016

very professional.and well informed

Adviser status Gold
Rating 5.00
Number of reviews 17
First year providing advice 1990
Years of experience 34
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Triumph Financial Planning

87 Auckland Street
Gladstone, QLD 4680

8:30am – 4:30pm Monday – Friday

Capstone Financial Planning Pty Ltd

AFSL 223135

Philippa Walters

Triumph Financial Planning

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Triumph Financial Planning

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Capstone Financial Planning Pty Ltd