Family Financial Service

Protecting your family wealth for generations
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Have you been looking for a firm that can deliver a full family financial service?

As your family circumstances change so do your financial needs. Leenane Templeton can assist you to build and preserve your family financial wealth.

Our family financial service provides wealth management of your families investments, tax planning, estate planning, insurance, superannuation, philanthropic planning and more. At Leenane Templeton we can help with the day-to-day administration and management of your family’s affairs.

Family Office dealing with:

Multi-Generational wealth management
“Chief Financial Officer” to oversee and manage your family financial affairs
Fiduciary family and charitable trusts
Legacy and preparation of transition of wealth
Family Business advice
Self-managed super fund strategies
Administration of financial affairs

All of Leenane Templeton divisions and specialist staff with decades of experience are on hand to ensure your family is well looked after.

We offer proactive advice and family financial service across a multitude of areas including:
Asset allocation
Tax advice
Estate planning
Financial planning
Investment planning
Insurance advice
Cashflow planning
Philanthropic planning

Enquire Today

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 Leenane Templeton today on 02 4926 2300 and discover the wide range of family financial services.