Bob Templeton Financial Group is the holder of an Australian Financial Services Licence (AFSL 244120). In our role as investment advisor to our clients it is our job to help structure and manage their investment portfolios for achieving financial independence and preserving wealth.  Bob Templeton Financial Group offers a comprehensive Investment Management Program to achieve this.

Taking A Straightforward, Sophisticated Approach To Investing

Wealth building is a journey that works best when you know your destination and when you'd like to arrive there: the end goal dollar amount that you are building toward, and the number of years you have for getting there.  Once a clear destination and desired timeframe is established, you can effectively develop and manage an investment portfolio that is focused on achieving your specific goals. 

Sophisticated institutional investors understand this. That’s why their approach to investing is to construct a portfolio of holdings designed to generate, over the long-term, the average annual return required to reach their wealth goal within the planned timeframe.

Most individual investors err by not beginning their investing activities by first taking these steps. As a result, many of them become overly preoccupied with attempting to have their investment portfolio generate a relative return that exceeds the return of a specific Index (e.g. All Ordinaries Index).

At Bob Templeton Financial Group we believe the correct way to measure success when tracking wealth building progress with an investment portfolio is to gauge whether you remain on track for reaching your desired wealth goal within the planned time period. Sophisticated institutional investors recognize that anything else is but a distraction from the goal at hand.

Bob Templeton Financial Group works with individual investors who want to build and manage their investment portfolios the way savvy institutional investors do.

Process

Our established investment management process starts by considering a client's goal for wealth building and wealth preservation.  We then calculate the level of investment return he or she requires to reach these objectives. We analyse a client's investment time horizons and liquidity needs over the short, mid and long term, and their investment risk tolerance for each time period. Then, using the client's personal investing guidelines, we research and select suitable investments to whom, or investment funds to which, we will allocate the invest-able cash.

We provide our clients with access to some of the top investment professionals, thus enabling us to create tailored portfolios for each client based on their specific wealth and investment targets per their Personal Financial Plan.  We work closely with a range of investment professionals and research houses to enable us to apply our extensive investment knowledge to each individual portfolio, ensure that we continue to meet the asset management needs of each client, and provide on-going due diligence to ensure risk is managed.

Once a client's wealth is prudently invested, Bob Templeton Financial Group's service continues as we actively review the performance of each investment in the portfolio. We will retain an investment as long as it continues to perform acceptably and meets the needs of a client's personal portfolio.

We also provide each client with a quarterly investment report, which provides a consolidated view of his or her wealth and investment targets against actual performance of the portfolio. As part of this process, we give special attention to explaining the performance and progress of their investment portfolios as well as any rebalancing and/or strategy changes that need to be implemented.

For further details on your investment options, please contact us