The financial decisions you make today determine the life you live tomorrow.

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.

Advice matters

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.

“Leading wealth management firm in the region”

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.

Serving clients for 20 years

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.

Contact Us Today (02) 4926 2300

Financial advice when you need it.

Lonsdale

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.

Call our team for a chat about your needs.