Financial Planner Newcastle - Leenane Templeton Wealth Management Pty Ltd

Welcome to Leenane Templeton Wealth Management Pty Ltd, your trusted financial planner in Newcastle, Australia. Located on Hunter Street, our establishment is a recognized point of interest in the finance industry. We are proud to have been awarded the Finance Business of The Year 2020, as well as being the winner of the SMSF & Accounting Awards in 2017 and 2018. Additionally, we have been listed in the Financial Review Top 100.

At Leenane Templeton, we believe in working with empathy and respect for all family members. Our comprehensive range of services includes life-cycle planning, inheritance planning, insurance planning, succession planning, and retirement planning. We strive to provide quality wealth creation and management strategies that align with your specific goals and financial situation, aiming to maximize your results. Trust is at the core of our business, and our team of dedicated financial advisors is committed to providing you with quality and trusted advice.

Our primary goal is to help you achieve financial peace of mind. We understand that financial matters can be complex and overwhelming, which is why our experienced advisors are here to simplify them for you. Our award-winning SMSF advisors specialize in self-managed super funds, offering services such as set up, strategy development, administration, and more. We are dedicated to making your superannuation work for you, utilizing effective strategies to build the retirement you desire.

For private business owners, we understand the unique financial challenges you face. Our quality advice covers all aspects of business, family enterprise, and entrepreneurship, ensuring that you receive tailored solutions to meet your specific needs.

When it comes to investments, we construct resilient portfolios that are designed to meet your individual requirements. We aim to create long-term returns while minimizing risk exposure.

Life can present unexpected challenges, and we are here to help you navigate through them. Our team offers advice on strategies and insurances to protect your financial future and safeguard the well-being of you and your family.

At Leenane Templeton, we are dedicated to overseeing and managing the private wealth management affairs of your family. We understand the importance of protecting your family's wealth and implementing effective family wealth plans.

With a team of dedicated and experienced advisors, we provide thoughtful advice and practical wisdom to guide you towards financial success. Our CEO, Andrew Frith, has been recognized as one of Australia's top 50 financial planners for four consecutive years, as listed in the Australian Financial Review Smart Investors.

We are here to assist you on your financial journey. If you would like more information about our services, please click here to access our financial services guide.

Choose Leenane Templeton Wealth Management Pty Ltd as your trusted partner in financial planning. We are here to help you achieve your financial goals and provide you with peace of mind.