Making confident decisions in an uncertain world can be overwhelming and complex. Life is filled with financial decisions that can be emotionally straining especially when it includes your personal, family and generational wealth. At Leenane Templeton our wealth management advisors put your interests first by delivering exceptional advice.

Sometimes you need an expert to help create and implement your plans. Our advice takes a holistic view of you and your family. We create customised plans that evolve as your life does whilst helping to protect and grow your wealth. Whatever your goal we work with you to help make it happen.

Leenane Templeton endeavour to be the leading wealth management firm in the region. Our goal is to help our clients achieve their financial objectives whilst having professional support at hand when needed.

Leenane Templeton professionals specialise in working with high-net-worth individuals and families. We act as a trusted advisor helping across many areas including investment planning, estate, and trustee services, structuring, tax planning, SMSF and more.

Newcastle based Leenane Templeton Wealth Management Pty Ltd has an excellent team of advisors and is operated by Andrew Frith, named one of Australia’s top 50 financial advisors by Financial Review Smart Investor.

Andrew was the state winner of the Financial Planning Associations Best Practice Awards in 2013, and won the national SMSF Best Practice Awards which recognises best practice SMSF advice in Australia. Andrew has also been an Australian Small Business Champion award winner for professional services.

Retirement Planning
Superannuation Planning
Wealth Creation Strategies
Buying Property
Investment Strategy
Aged Care
Asset Protection
Debt Management
Estate Planning
Family Office Services
Family Super Funds
Philanthropic Services
Risk insurance
Self Managed Superannuation
Tax Planning
Trust Strategies