Whatever stage you are at, we are here to help.
We believe that personal financial advice needs to make a meaningful and positive difference to our client’s lives. Your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and what you want in life.
Templetons Financial are also specialists in the corporate insurance and superannuation market, assisting SMEs and business owners around Australia.
Templetons Financial is a Queensland based and founded business in 1982, who assist clients and businesses all around Australia.
At Templetons Financial, we are dedicated to providing you with the best advice and support possible. Our philosophy is simple – to help you understand the role your finances play in your life and to help you plan for the unexpected, with protection for the unexpected, letting you plan your future the way you want it. To do this, we have a wide range of industry experienced staff to help support and advise you through your financial journey.
Templetons Financial helps you protect and get more out of the money you have, so you can have more of the things you want – today and in the future.
After finding out your current circumstances and where you want to be, we help you make informed decisions about making the most of your money, investing and protecting it to your advantage, using financial products that suit your needs.
Templetons Financial is dedicated to providing you the very best financial planning for your individual circumstances, as a direct result of our extensive industry experience and up to date knowledge of the financial market. We use these qualities in combination with extensive background research and comparisons to help you to reap the rewards of planning ahead.
The first stage of making a financial plan is to determine where your finances stand, through looking at your current financial circumstances, income, expenditure and assets. This helps Templetons Financial to get a wider picture of what can be recommended to best benefit you.
Investing can be one of the most efficient ways to earn money, so long as the right choices are being made. Templetons can help you make these decisions to maximise your investment growth, letting you get your plans in action sooner.
Depending on the advice taken, costs can naturally be vastly different in the way of payment plans, commissions and upfront fees. We help you to navigate this by providing you with comprehensive information of all fees before taking any action, so you can rest assured that no hidden fees or other costs are involved later down the line.
We help SMEs and business owners implement Financial Wellness Programs at workplace to reduce financial stress and our aim is help people live the life they want through financial life management.
The Financial Wellness in the Australian Workplace research shows that 2.44 million Australians have been identified as being moderately to severely financially stressed in 2018. Employees who suffer from financial stress are less engaged at work and more likely to underperform – and this costs Australian employers $31.1 billion annually!
Our goal is to help businesses and their employees towards financial wellness which aims to improve productivity and more importantly, the businesses’ long term profitability.
|Support on default staff super plan||Financial Literacy Sessions||Access to support & advice|
Buy Sell Agreement
We've been helping Australians to reach their goals for over 25 years, and we've had a lot of great feedback on the work we do. Here's some examples of what our clients think;
"My experience with Templetons Financial has been good. I found my adviser, very friendly, courteous and always helpful."
"I was concerned about aspects of my superannuation being rolled over but on reference from a friend I contacted my adviser who was amazing in his willingness to help even though we had no formal introduction or arrangement. I cannot recommend my adviser highly enough and look forward to him assisting me in my retirement planning"
"Templetons Financial has helped me enormously in recent times & will continue to monitor & update whatever becomes necessary for my best interests…
…might I also suggest that if you don’t already have your own Financial Planner, you would find Templetons Financial would be fantastic to examine any plans etc. that would be good for you."
"I would like to say our dealings with Templetons Financial over the last five years or so have been fantastic, they have never been more than a phone call away and have always given first class service. we have recommended Templetons Financial to friends who also were very happy with the services they provide."
"A truly great achievement. Delivering value for our employees we strive for all the time. Thank you for your hard work."
We frequently find engaging financial articles from around the internet that we think are interesting, informing or worth the read - and we'd like to share these with you.