Financial Planning & Wealth Management
Do You Want To Achieve Financial Freedom?
Looking for financial advice to improve your future lifestyle?
Leenane Templeton Wealth Management Pty Ltd are Newcastle Financial Planners and Newcastle Financial Advisors that are here to help you meet your financial and life goals.
Whether you're starting out in life, beginning a family, running a business or moving towards retirement, these local award winning professionals in financial planning and wealth management matters can help make sure you're on track to meet your financial and lifestyle objectives.
For financial advice in Newcastle speak to our firm of reputable *chartered accountants, taxation specialists and wealth specialists. They are Newcastle financial advisors that you can trust to help protect, plan and grow your personal finances. Our partners have over 40 years of financial advice and *accounting experience, financial advisor Andrew Frith was recently honored with an award from the FPA for Best Practice and has been placed in the top 50 of the elite master class** for financial planning. Andrew is an authorised representative of Lonsdale Financial Group.
Call: (02) 4926 2300 or EMAIL
Newcastle Financial Advisors – The benefits of a local firm
Our Newcastle Financial Planners believe some of the most valuable information you can gain is sound financial planning advice. Therefore, we invite you to contact one of our financial advisors for a consultation. At Leenane Templeton Wealth Management Pty Ltd we believe that your financial success has nothing to do with luck, that to get good financial success you need good financial advice from a experienced financial planner. Good investments are crucial for wealth accumulation, our Newcastle financial planners will help to protect your finances and build strong foundations for your financial future.
Multi Award Winning Financial Advisor
The Financial Planning Association's Best Practice Award 2013 and Australia Top 50 Financial Planners winner of the Australian SMSF Best Practice Award Winner 2013 helps with any uncertainty of finding the right financial advisor from the thousands of advisors available in Australia. This and our decade of experience with many Newcastle, Hunter Valley and Lake Macquarie financial planning clients gives Leenane Templeton Wealth Management Pty Ltd the credibility and stability you need in a financial planner. Andrew Frith and our Newcastle team would be delighted to speak with you on the phone or face to face. For all your financial planning needs our financial advisors can help with your financial future.
Financial advice when you need it. Visit our Newcastle team for a coffee or Call our Newcastle Financial Planners on 02 4926 2300 to chat with a Newcastle financial planner today.
Leenane Templeton Wealth Management Pty Ltd is the Corporate Authorised Representative of Lonsdale Financial Group Limited. Australian Financial Services Licensee, Licence Number 246934.
Newcastle Financial Advice Solutions
Helping with all of your financial advice across Newcastle the Hunter and NSW. Visit our Newcastle financial advisors at 134 King Street, Newcastle, NSW 2300 alternatively we are happy to travel and meet with you at home. Our Newcastle financial advisors can also visit you if your seeking financial advice in Matiland, Lake Macquarie Hunter Valley, Sydney and across NSW. Newcastle financial planner Andrew Frith has a wealth of experience in self managed super funds and financial services. For all your financial advice with qualified financial advisers call us today.
- Newcastle Tax Advice
- Newcastle Retirement Planning
- Newcastle Accountants*
- Financial Advice Hunter Valley
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- Financial Planning Lake Macquarie
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Newcastle Financial Advisors
For Newcastle Financial Advice speak with our advisers today
Level 2, 134 King Street, Newcastle, Australia, NSW 2300
** Newcastle financial planner Andrew Frith was recently honored by being placed in the top 50 of the elite master class Financial Planning within the Australian Financial Review Smart Investor and is a Self Managed Super Fund Specialist. Andrew has been a Chartered Accountant* for 15 years with 20 years of experience as a practising accountant*. He is also a Fellow of the taxation Institute of Australia, a SMSF Specialists AdvisorTM a Senior Associate of FINSIA and an Affiliate Member of the Financial Planning Association. Andrew Frith is an authorised representative of Lonsdale Financial Group.
* Lonsdale Financial Group ABN 76 006 637 225 AFSL 246934 is not responsible for the services completed as a chartered accountant, accountant or taxation specialist. This service is provided by Leenane Templeton Chartered Accountants & Business Advisors. We do not warrant the accuracy, completeness or adequacy of the service. You should make your own enquiries before entering into any agreements with Leenane Templeton Chartered Accountants & Business Advisors.