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Financial Planning - Down Arrow Glow

Plan today for a better tomorrow.

With our award winning financial advisors

Newcastle based Leenane Templeton Wealth Management Pty Ltd has an excellent team of advisors and is operated by Andrew Frith, named one of Australia’s top 50 financial advisors by Financial Review Smart Investor.

Andrew was the state winner of the Financial Planning Associations Best Practice Awards in 2013, and won the national SMSF Best Practice Awards which recognises best practice SMSF advice in Australia. Andrew has also been an Australian Small Business Champion award winner for professional services.

All financial planning & advice is provided by Leenane Templeton Wealth Management Pty Ltd, the Corporate Authorised Representative of Lonsdale Financial Group Limited. Australian Financial Services Licence Number 246934, ABN 76 006 637 225.

Email or Call Now (02) 4926 2300
“A goal without a plan is just a wish… we help to see where you are now, where you want to get to and how to get there.”

Our Financial Service Offering

We offer exceptional, award winning levels of service working closely with our clients to create personalised solutions. We help proactive individuals who want to take control of their finances.

Comprehensive understandable solutions
Fee based financial advice
No hidden surprises
Ongoing support and advice
Trusted adviser with clear communication
Exceptional client service
Best Practice Award Winner (NSW)

Our aim is to make a
positive difference
in your life.

Contact Us Now

“We’ve had 3 generations of our family looked after by Leenane Templeton

and I would highly recommend them to anyone looking for

financial advisors that are not afraid to give an opinion.”

Hear from our clients

'It's hard finding a financial planner you can trust...'

We met with three reputable planners in the Newcastle area. We organised to meet Andrew Frith based on recent industry awards Leenane Templeton had won though the FPA.

Upon meeting Andrew, he came across as an intelligent and genuine financial advisor who took time to understand our current position and our future goals. He used this information to develop a well-structured plan and presented it to us in ways we could understand.

We have now implemented the plan and continue to meet with Andrew to re-focus and revise the plan as needed. Over the last two years, Andrew and his team have delivered a great service and always make time to answer questions. We look forward to continuing with the relationship.

D Bromley

Financial Planning: Does It Really Matter?

Every day we plan, whether its shopping for dinner, getting the kids to school, playing football or building a house.  We need to not only plan but implement and monitor plans in order to achieve our goals.  Financial planning helps to identify your current position, looks at opportunities and threats and helps you to make steps towards your goals.  It looks at how you can build wealth as well as protect it, it looks at your different stages through life and into retirement.

Financial planning is a game plan for life, and to succeed, you have to ensure you have a great one!

What will I gain from financial planning?

The most important aspect of financial planning is getting to know where you are heading to, and how your money will help take you there. Taking a deep look at your objectives in life can help make informed decisions about the state of your finances.

A good financial plan will enable you to achieve the objectives you have set such as buying a home or getting yourself out of debt. We will also advise you on how you can safeguard your family assets financially if there is an emergency.

As an award winning practice we help you to enjoy peace of mind about your financial state!

Visit our team at our head office in:

Newcastle, NSW, Australia

Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of LT Advice Pty Ltd ABN 21 637 033 286 | Australian Financial Licensee 523026.  Click here for a copy of our financial services guide

Call our team for a chat about your needs.