Leenane Templeton Wealth Management Pty Ltd is a leading financial planning firm based in Newcastle, Australia. With a focus on empathy and respect, they offer a wide range of services including life-cycle planning, inheritance planning, insurance, succession planning, and retirement planning. Their team of experienced financial advisors work closely with clients to develop quality wealth creation and management strategies tailored to individual goals and financial situations, aiming to maximize results and achieve financial peace of mind.
Established in 2000 by CEO Andrew Frith, Leenane Templeton prides itself on being a client-centric advisory firm that goes beyond traditional financial planning services. The firm’s holistic approach sets them apart, with a dedicated team of over 20 professionals who bring a wealth of skills and experience to the table. With a strong emphasis on integrity, discretion, dedication, and persistence, Leenane Templeton aims to create a close-knit team that values both staff and clients, ultimately delivering world-class customer satisfaction and earning multiple best practice awards.
Committed to making a difference in the community, Leenane Templeton is actively involved in supporting charitable organizations such as the Hope4Cure Ovarian Cancer Foundation and the Charlestown Junior Cricket Club. Through their involvement in various initiatives, the firm demonstrates a dedication to giving back and making a positive impact beyond financial services. With a rich history rooted in the values of family and community, Leenane Templeton continues to lead the way in providing sophisticated financial solutions and empowering individuals and businesses to make informed decisions for a better financial future.