Four years ago a good and successful friend recommended to us Marc Weininger, of Triumph Financial Service. Although we were experiencing a bull market, my investments had been in the doldrums, with returns well below average. We were also retiring and moving overseas, so our needs were immediate and complex.
Marc prepared a long-term strategy for us, a plan to maximise our income and stabilise our investments to ensure a steady flow of cash now that we no longer had employment income.
He also liaised with our accountants, both local and overseas, to solve some pretty tricky tax problems that would have cost us handsomely without his help.
Like everyone we’ve had a rocky ride the last year or two, but Marc’s advice has always been spot on and his approachable attitude has meant that we always had timely news, good or bad, as the market lurched along. At least this made even the worst report understandable.
We are very pleased with our decision to trust Marc with our financial future, and would recommend him as honest, competent and perceptive.
Ed & Wendy Ackman
My wife and I have known Marc Weininger for many years and have made extensive use of his financial advice and services. We have been most impressed by his broad knowledge of the filed and understanding of current issues; his astuteness in being able to tailor innovative solutions to our investment needs; and his integrity.
He has a highly professional approach to his work and the level of service he provides is excellent - certainly beyond the call of duty.
He always remains abreast of regulatory changes and developments and is proactive in his approach to addressing their application to his clients.
We have been most impressed with his services and have and will continue to strongly recommend him.
Dr Hilton Immerman OAM JP