Financial Planner Newcastle - Leenane Templeton Wealth Management Pty Ltd

Name: Financial Planner Newcastle - Leenane Templeton Wealth Management Pty Ltd
Address: 486 Hunter Street, Newcastle, NSW, 2300, AU
Telephone: (02) 4926 2300
Price range: $$$
Rating: 5

Expert financial planning and wealth management for a secure future in Newcastle.

5(5 reviews)

financial-advising

$$$

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About

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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Location

486 Hunter St, Newcastle NSW 2300, Australia

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Information

486 Hunter Street

Newcastle, NSW, 2300

(02) 4926 2300 www.financialplanner-newcastle.com.au/

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Services

Financial Planning

Personalized strategies to help you achieve long-term financial goals and secure your future.

Wealth Management

Comprehensive management of investments and assets to grow and protect your wealth effectively.

Self-Managed Super Funds (SMSF)

Expert guidance on setting up and managing SMSFs for optimal retirement savings.

Accounting Services

Professional accounting support to ensure financial compliance and efficiency.

Retirement Planning

Tailored plans to prepare for a comfortable and financially stable retirement.

Investment Advice

Informed recommendations on investment opportunities aligned with your risk tolerance and objectives.

5.00 · 5 reviews

Overall rating

Katie Kelly

via Google

· 2 years ago

Hari Peterson

via Google

· 6 years ago

Very friendly, professional and informative. Highly recommend for financial planning and managing wealth strategies.

Vantageous

via Google

· 6 years ago

A very professional and highly experienced team. Highly recommend.

Harlan Marriott

via Google

· 9 years ago

Excellent skills, knowledge and attitude with an ethical trustworthy nature, also specialists in self managed super funds and accounting.

Brent Mail

via Google

· 12 years ago

Awesome financial advisers, professional and knowledgeable. Brent

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