Philanthropic Services

Provide a lasting legacy with the gift of giving
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Philanthropy

Our financial and wealth advice extends far beyond helping you and your family manage your wealth. At the core of Leenane Templeton values we also believe in the gift of giving. Our philanthropic service helps with strategic advice to support our compassionate clients, their families and businesses through charitable giving.

We work with you to identify where your philanthropic passions are, how much you wish to give and how to start. We also help to work through the challenges as well as a range of strategies, for example to identify:

Your vision
Your plan & implementation
Best structure
Level of involvement
Employee/family engagement
Tax optimisation
Investment advisory
Distributions
Establishment & administration of charitable trusts
Financial compliance
Administration
Managing investment portfolios within trusts
Legacies

Leenane Templeton have an extensive range of experience within philanthropic services and can work with you to achieve your goals.

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Financial Planning Licence

Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of Lonsdale Financial Group Limited. Australian Financial Services Licence Number 246934, ABN 76 006 637 225.

Make a difference and provide a lasting legacy for future generations. Call our financial advisors at Leenane Templeton today on 02 4926 2300