A specialised service for private business owners and their families.

Whether you’re self-employed or a business owner, our wealth advisors work closely with our business advisors and accountants to ensure a holistic solution for you and your family. Not separating business and personal finances can be a serious mistake for business owners.

When your busy looking after your business it’s easy to forget about your personal finances.

Our unique skills and experience have helped hundreds of business owners with the challenges of intertwined business and wealth management. We support you through your journey, helping provide tailored services at each step. From small beginnings to business sale or succession planning, financial strategies are an essential tool to financial success.

Grow, build and protect your business and personal wealth.

Our business advisory division Leenane Templeton Chartered Accountants & Business Advisors are specialists at business growth, accounting and compliance, tax minimisation, structuring and more. Click on the “Accounting Firm” tab above for more information.

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.

The business structure and associated tax strategy can make a significant difference with your annual tax or with the sale of the business including the impact of Capital Gains Tax (CGT).

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 financial advisors are happy to discuss potential benefits of having a SMSF as a business owner. For small business owners having control over your superannuation may be one benefit, however, as a business owner you can also lease a commercial property owned by your SMSF back to your business, provided the lease arrangement is on full commercial terms. This gives you control over an important business asset.

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

Creating a will and a family trust will help to ensure that you as a business owner have your business and personal assets properly managed in the event of death or significant disability for succession planning purposes.

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.

Call our team for a chat about your needs.