We use our skills, knowledge and professional education to help you achieve your lifestyle goals. We achieve this through building a trusted relationship and fully understanding your situation, needs and which direction you want to go. We help to deliver a strategic plan to secure your future.

Throughout life’s stages there are many different needs and aspirations. It is crucial that you have your own tailored financial plan and periodically review and update your plan as your life circumstances change. Whether you’re just starting out and looking to buy your first car, start a business, buy a house, raise a family, pay off your mortgage, plan for retirement and everything in between. At each stage there are important financial decisions and implications. Financial planning is an important part of life, providing peace of mind as you travel through life’s journey.

Leenane Templeton is one of Australia’s trusted financial advisory firms. Our team of qualified and experienced advisors can help across a wide range of financial planning.

Including:
Managing your money
Paying off your mortgage
Strategic financial planning
Investment strategies
Superannuation advice
Personal insurance
Setting up and managing a Self-Managed Super Fund

Now that you’re considering your financial position, where you want to take it and what strategies may be needed it’s time to speak with a financial advisor.

Call our team today to discuss meeting with one of our advisors.