Expert financial planning and wealth management for a secure future in Newcastle.
Leenane Templeton Wealth Management Pty Ltd is a premier financial planning firm located at 486 Hunter St, Newcastle NSW 2300, Australia. The business offers comprehensive financial advisory services, including wealth management, self-managed super funds, and accounting solutions. Known for its ethical, trustworthy, and highly experienced team, the firm provides personalized strategies to help clients achieve their financial goals. With a perfect 5-star rating from satisfied customers, it stands out for its professionalism, knowledge, and dedication to client success.
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Personalized strategies to help you achieve long-term financial goals and secure your future.
Comprehensive management of investments and assets to grow and protect your wealth effectively.
Expert guidance on setting up and managing SMSFs for optimal retirement savings.
Professional accounting support to ensure financial compliance and efficiency.
Tailored plans to prepare for a comfortable and financially stable retirement.
Informed recommendations on investment opportunities aligned with your risk tolerance and objectives.
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Overall rating
Katie Kelly
Hari Peterson
Very friendly, professional and informative. Highly recommend for financial planning and managing wealth strategies.
Vantageous
A very professional and highly experienced team. Highly recommend.
Harlan Marriott
Excellent skills, knowledge and attitude with an ethical trustworthy nature, also specialists in self managed super funds and accounting.
Brent Mail
Awesome financial advisers, professional and knowledgeable. Brent