This month, Leenane Templeton proudly marks 25 years of delivering expert business accounting, taxation, wealth management and self-managed superannuation fund (SMSF) services to individuals, families and businesses across Newcastle and the Hunter region.
It is a milestone worth celebrating, not just for what it represents as a business achievement, but for the thousands of client relationships, financial journeys and community connections that have made it possible.
“Reaching 25 years is a proud moment for everyone at Leenane Templeton. This milestone reflects the trust our clients have placed in us, the dedication and expertise of our team, and the strong relationships we have developed throughout Newcastle and the surrounding community.
While we are proud of our history, we are equally excited about the future. We remain committed to helping our clients navigate change, identify opportunities and make confident financial decisions for many years to come.”
— Andrew Frith, CEO, Leenane Templeton
A Quarter Century of Trusted Advice
When Leenane Templeton first opened its doors at 239 King Street 25 years ago, both our firm and Newcastle’s financial landscape looked very different. A decade of significant growth saw us move to 134 King Street, and in 2021 we took another proud step forward into our own premises at 484 Hunter Street — a fitting home for the next chapter of our journey.
Over those 25 years, our clients have weathered economic uncertainty, adapted to sweeping legislative change, embraced new technology and navigated some of the most complex financial environments in recent memory. Through it all, we have been proud to walk alongside them every step of the way.
Our services have grown and evolved alongside our clients, and today encompass:
- Business accounting and advisory
- Taxation and compliance
- Wealth management and financial planning
- Self-managed superannuation fund (SMSF) services
- Strategic advice for individuals, families and business owners
By bringing these disciplines together under one roof, we help clients see the full picture, because the best financial decisions are rarely made in isolation.
Walking Alongside Newcastle’s Business Community
Newcastle and the Hunter region are home to a vibrant, resilient and diverse business community. Over 25 years, we have had the privilege of working with businesses at every stage of their journey, from founders laying the groundwork for a new venture, to established operators preparing for succession or retirement.
Our role has always extended well beyond compliance. We work alongside our clients to improve financial visibility, manage cash flow, plan strategically and make decisions that support long-term success. No two businesses or family groups are the same, and we believe the best advice always begins with listening.
Helping Clients Build and Protect Their Future
True financial wellbeing means more than meeting today’s obligations, it means building a foundation for tomorrow.
Through our wealth management and SMSF services, we work with clients to develop strategies tailored to their individual goals, circumstances and priorities. Whether that means planning for a comfortable retirement, growing and protecting family wealth, managing an investment portfolio or establishing the right superannuation structure, our integrated approach ensures our accountants and financial professionals work together on your behalf.
The result is coordinated, holistic advice that considers your financial life as a whole.
A Milestone Made Possible by Our Community
None of this would have been possible without the loyalty and trust of our clients, the dedication of our team, and the support of our professional partners and the broader Newcastle community. We have enjoyed being involved in a wide variety of local sponsorship for each of the 25 years from local cricket sponsorship, soccer, homelessness to John Hunter Children’s hospital.
Many of our client relationships have spanned decades, sometimes helping three generations of family, and we do not take that trust lightly. Every referral, every renewed engagement and every conversation is a reminder of why we do what we do.
We also want to acknowledge the people who have been part of the Leenane Templeton team over the past 25 years. Their knowledge, professionalism and genuine care for our clients have shaped the firm we are today.
Looking Ahead with Confidence
While we take a moment to celebrate our history, our focus remains firmly on the future.
We will continue investing in our people, our technology and our services, while holding fast to the personal relationships and local knowledge that have always set us apart. The way people work, invest, build businesses and plan for retirement will keep evolving, and our commitment is to evolve right alongside them.
As we celebrate this remarkable milestone, we extend our sincere thanks to everyone who has been part of our journey. We are proud of what we have built together, and we look forward to supporting individuals, families and businesses throughout Newcastle and the Hunter for the next 25 years and beyond.
To learn more about Leenane Templeton and our business accounting, tax, wealth management and SMSF services, visit www.leenanetempleton.com.au