About – Newcastle Financial Planners & Financial Advisors

We are passionate about ensuring our Newcastle financial planning clients receive timely and cost effective financial planning advice supported by an expert team and leading edge technology.

Newcastle Financial Planner Best Practice Award

We demand personal levels of integrity, discretion, dedication and persistence. These values encourage the creation of a close team of finance professionals who enjoy working together and with our clients.

Andrew Frith heads our Newcastle financial advisory team. Andrew is an award winning financial advisor with may years of experience helping individuals and businesses across Australia.

Despite the technical complexities underlying financial planning and self managed super funds, we commit to keeping it simple; ensuring our communication and advice is practical, informative and not distorted by jargon.  EMAIL US TODAY FOR FURTHER NEWCASTLE FINANCIAL PLANNING INFORMATION

Or Call (02) 4926 2300

Speak to your Newcastle Financial adviser today.

Leenane Templeton Services

 What assistance do you require?  These are just some of the additional services we offer to ensure your problems are solved and a healthier future is planned.

  • Strategic Planning
  • Financial Advice
  • Salary Packaging
  • Investment Advice
  • Estate Planning
  • Self Managed Super Funds

 

The following services are provided by our sister company Leenane Templeton Chartered Accountants & Business Advisors.

  • Accounting and taxation advice and compliance*
  • Business Services Consulting*
  • Finance and Refinancing*
  • Business Acquisition Advice*
  • Virtual CFO*
  • Building and property investment services*

*Lonsdale Financial Group ABN 76 006 637 225 AFSL 246934 is not responsible for the services completed as Leenane Templeton Charetered 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.

Our Chartered Accounting Services

SIX REASONS for choosing Leenane Templeton