In response to COVID-19 we will continue to support our clients through this challenging period. As such all meetings & consultations are provided over video chat to protect the health of our staff and clients.
Our Financial Services
Business Owners Wealth
Private business owners have unique financial and wealth challenges. Our quality advice covers business, family enterprise and entrepreneurs.
Wealth Creation & Management
Quality wealth creation and management strategies that align with your goals and financial situation to maximise results. Quality and trusted advice.
Financial Planning & Advice
Our aim is to help you achieve financial peace of mind. Our dedicated team of financial advisors help to take complex financial situations and simplify them.
Self Managed Super Fund (SMSF)
Our award winning ‘best practice’ SMSF advisors have exceptional experience across self managed super funds including set up, strategy, admin and more.
Making your superannuation work for you. Working with you to take advantage of superannuation strategies we help to build the retirement you want.
Retirement and Estate Planning
We work with empathy and respect with all family members. Offering life-cycle, inheritance, insurance, succession and retirement planning.
We construct resilient portfolios to meet our clients needs. We help to create the long-term returns needed while exposing funds to the least risk possible.
Wealth Protection & Insurance
Life has its challenges. We plan towards protecting your financial future and offer advice on strategies and insurances to protect you and your family.
We help to oversee and manage the private wealth management affairs of your family. Protecting your family’s wealth and implementing family wealth plans.
Time To Achieve Financial Freedom?
Financial advisors here to help.
Multi Award Winning Financial Advisor
Leenane Templeton also won the Financial Planning Association’s Best Practice Award 2013, Australian SMSF Best Practice Award Winner 2013 and a variety of business awards over the past decade.
CEO Andrew Frith has been named for four years as one of Australia’s top 50 financial planners as listed in the Australian Financial Review Smart Investors..
Newcastle Financial Advice Solutions
- Newcastle Financial Advisors
- Newcastle Retirement Planning
- Newcastle Accountants
- Newcastle Financial Planner
- Wealth Managers
- Self Managed Super Funds
- Financial Services Firm
- Investment Advice
- Financial Advisor Hunter Valley
- Financial Advisor Maitland
- Financial Advice Lake Macquarie