Gift Vouchers

Looking for a unique Christmas gift voucher?

 

Do you know someone who may benefit from some financial advice? Have your children just started work and you want to give them some direction with their finances.

Our vouchers are available for a financial session with a friendly financial adviser and we can tailor the session depending upon your needs. A typical one hour advisory session is available from $200 +GST and after the session the voucher is also refundable against the price of  a full financial plan should the client require one. (investment price of full financial plan is available upon request)

For more information or to purchase a voucher call Leenane Templeton Wealth Management Pty Ltd on 02 4926 2300 or email success@leenanetempleton.com.au

financial advice gift vouchers

 

A great way to start the New Year is with a financial planning session.  A session that can help plan a persons future and point them in the right direction for financial growth. 

Our Christmas gift vouchers can be designed for one or more financial planning sessions at our Newcastle office .  One session can last around an hour with one of our specialists advisors.

Our advisor will help to understand the current position, the financial and lifestyle goals of the person and what steps need to be taken to reach these goals.   The one hour session is an educative overview with insights into strategies, tax savings and next steps tailored to the persons needs.  After the session(s) the voucher can also be used as a credit of $200 towards a full financial plan should the client require one.  Full financial plan pricing are available from the advisor.

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