Newcastle Wealth Management

 

You work hard in life and thats why we want you to keep as much of your hard earned money as possible.  Thats one of our key mission statements at Leenane Templeton. 

 
Our financial planners help individuals, families, business owners and others to organise their finances effectively. 
 
Our team help to review the clients current position, discover their financial and lifestyle goals, identify any financial issues and help create a successful  financial plan.  We build strong relationships with clients and work with them to implement and review plans and to help protect, grow and maximise their position. 
 

Wealth Management Services Include:

  • General Financial Planning
  • Asset Protection
  • Debt Plan
  • Estate Planning
  • Financially Well Organised
  • Financial Services
  • Inheritance Tax
  • Insurance
  • Investment Plan
  • Retirement Plans
  • Risk Planning
  • Superannuation Plan
  • Taxation Planning
  • Trust Planning
  • Wealth Strategies
 

 

Accountants in Newcastle and Wealth Management Specialists