Financial Services Statistics
300+
Satisfied Clients
27+
Years of Expertise
Welcome!
Our Commitment to Your Financial Success
Success is not achieved by accident. Most successful businesses have one thing in common – they have a plan that clearly defines the business objectives and the strategies to achieve them.
When it comes to planning for your future, the path to success is no different. You need a plan that takes into account your current situation, where you want to be in the future, and how you are going to get there.
It’s important that you have a plan that’s been specifically tailored for you, incorporating your lifestyle goals and objectives and the strategies to help you achieve them.
Your Triumph Financial Planner is able to assist you with a wide range of financial planning services and can provide advice relating to:
· Residential Lending
· Managed Investments
· Personal Superannuation
· Retirement Planning
· Tax planning
· Centrelink Entitlements
· 'Do-It-Yourself' Self Managed Superannuation Funds
· Personal Insurance Strategies
· Estate planning
Why Choose Triumph Financial Services?
Personalized Approach
At Triumph Financial Services, we prioritize understanding your unique financial needs and tailoring solutions to help you achieve your goals.
Trusted Advisor
Our team is dedicated to earning your trust through transparent and reliable financial guidance, ensuring your peace of mind.
Growth-Centric Philosophy
We are committed to a growth-oriented approach, aligning our strategies with your long-term financial objectives for sustained prosperity.
Long-Term Vision
With a focus on long-term financial stability, we partner with you to plan for the future and navigate financial opportunities and challenges.
Client Stories
Dr Joel Kligman
To Whom It may concern
My name si Joel Kligman, and I have been a client of Mr Marc Weininger for the last 6 years who has provided me with great financial advice and proceedings to obtain commercial loans for my bussines.
Adam Pozniak
Dear Marc,
Just wanted to thank you for all your support and advice you have
provide my family and myself by assisting us with our financial planning
and in seeking the best possible financing options for both my
commercial and residential properties.
In addition, your strategy and support in relation to our insurance and
superannuation over the many years of service have been excellent as
well.
We've always appreciated the attentive service your provide us and look
forward to working together for many years to come.
Have a great new financial year.