A financial planner is like having a personal coach for your money. At Templetons, we aim to help you protect and get more out of the money you have, so you can have more of the things you want; today and in the future.
After discussing your current circumstances and where you want to be, we can help you to make informed decisions about how to make the most of your money, investing and protecting it to your advantage, and using financial products that best suit your needs.
Our Advisers are highly trained and experienced in advising on a wide range of matters, including:
Financial management from basic budgeting to complex portfolios.
Investment strategies, including recommending investment categories and specific products.
Superannuation strategies to help you accumulate enough money to retire with the lifestyle you want and strategies to help you minimise the tax you pay right now.
Retirement planning for people who are retiring soon or many years from now, the sooner you plan the better.
How to use a redundancy payout most effectively, including how to make it last as long as possible.
Insurance to make sure you adequately protect what you have achieved so far, be it in property, assets or your income.
With an experienced team and a passion for looking after our clients, Templetons is set to continue building on the legacy that commenced over 30 years ago.
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1, 18 Masters St, Newstead, QLD, 4006
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