Connect with Top-Rated Financial Planners in Newcastle!

Leenane Templeton Wealth Management Pty Ltd is a Newcastle-based financial services firm that provides personalized financial guidance and expertise to individuals, business owners, and families. With a comprehensive range of financial services, including wealth creation and management, financial planning and advice, self-managed super funds, superannuation advice, retirement and estate planning, investing, wealth protection and insurance, and family office services, we help our clients achieve financial freedom and security.

Money Mechanics is a team of experienced financial planners who help individuals and families create wealth and achieve their financial goals through a holistic values-based approach to financial life planning. Our services include cash flow planning, wealth creation, salary sacrifice, self-managed superannuation, public sector and industry based superannuation, redundancy, estate and risk management planning. We take a personalized approach to financial planning, combining technical expertise with a focus on each client's unique needs and goals. Our expert advisors have offices in Melbourne and Canberra, and provide comprehensive financial advice to help clients achieve their ideal lifestyle.