A specialised service for private business owners and their families.
When your busy looking after your business it’s easy to forget about your personal finances.
Grow, build and protect your business and personal wealth.
Our financial advisors also play a key role. They can help to discuss how you manage your personal income and profit, how to protect your business and family if you were unable to work for a period of time, help to review whether you will have enough savings to live comfortably when you retire, what to do with money if you sell the business and what happens if a key person or partner dies.
Tax effective strategies for business owners.
Discussions with our financial advisors around superannuation contribution strategies may help with reducing the tax paid and help towards building your retirement savings.
Self Managed Super Funds (SMSF) – Owning a commercial property
Our advisors can help to discuss the advantages and disadvantages of this complex area and to review if buying a commercial property is aligned with your investment strategy.
Organising an Estate Plan
He who fails to plan is planning to fail – Winston Churchill
Contact Us Today (02) 4926 2300
Financial advice when you need it.
Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of Lonsdale Financial Group Limited. Australian Financial Services Licence Number 246934, ABN 76 006 637 225.
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.