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      About Uschevron down

      Personalised Financial Guidance: Achieve Success

      • Act With Integrity And Professionalism
      • Over 30 Years Of Experience
      • We Also Aim To Protect And Preserve Client Wealth
      • We Focus On Developing Long-Term Relationships
      • We Provide A Holistic Approach
      General Info

      We strive to empower your financial journey with personalised guidance to achieve security, prosperity, and peace of mind.

      We believe in a holistic approach to financial advice that provides a comprehensive strategy for you and your family’s needs. We feel the most important part of this process is getting to know you, your values and your goals. We like to provide an ongoing service to educate and mentor you, the client, so you may take ownership of your future financial and lifestyle decisions.

      Are you searching for reliable financial planning solutions in Benalla? Then look no further than Templeton Advice Group. As your trusted partner, we offer personalised financial advice tailored to your core values and life goals. Our seasoned team helps you gain control of your cashflow to maintain your lifestyle and achieve objectives. With a focus on insurance to protect your family and finances, we ensure you are secure in reaching your goals.

      Furthermore, we provide guidance on maximising superannuation benefits for wealth growth and assist in retirement planning, offering clear paths tailored to individual needs. Whether it's setting and achieving goals at different life stages, estate planning for peace of mind, or navigating the complexities of aged care, Templeton Advice Group provides support to alleviate financial stress and focus on what matters most to you. Over the years, we have assisted countless clients in Benalla, who have appreciated our services and recommended us to others.

      When you reach out to us, we start by understanding your goals and profiling your situation, agreeing on services and costs. Consequently, we present tailored advice in a Statement of Advice. Moreover, we provide review service which encompass coaching, support, and tailored recommendations, with proactive analysis and a review questionnaire. We assist in implementing decisions and document everything to enhance your financial position continuously. Call us to know more!

      Accreditations
      Accreditation badgeAFSL 533284
      Email
      Payment method
      visa, eft, mastercard, cheque
      Established
      2001
      ABN
      49 134 909 541
      Staff
      11-20
      Service Notes
      Open Monday To Friday
      Other Links
      Categories
      Financial Planning, Superannuation Fund, Annuity & Rollover Consultants
      Commercial
      Yes
      Licenses
      Legal ID: AFSL: 533284
      Keywords
      Account Based Pension, Age Pension, Aged Care, Budgeting, Cashflow Management, Centrelink, Estate Planning, Holistic, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Investments, Pensions, Platforms, Portfolio Management, Reliable, Retirement Planning, Self Managed Super Funds, Superannuation, Trustworthy, Values Based, Wealth Creation
      FAQschevron down

      What does a financial planner do?

      A financial planner helps you manage your money, plan for the future, and achieve financial goals through tailored strategies.


      How often should I review my financial plan?

      At least once a year or whenever you experience a major life change (e.g., new job, marriage, children, etc.).


      What documents should I bring to my first appointment?

      Bring recent financial statements, super details, insurance policies, payslips, and any existing investment info.


      What is the difference between general and personal advice?

      General advice doesn’t consider your situation; personal advice is tailored to your financial goals and needs.


      What do you do if you are concerned about market ups and downs?

      Global markets are shifting constantly, and volatility has become the norm. Investors can get understandably nervous and concerned about the fall in the value of their investments. When emotions take charge, it's important to avoid falling into some of the traps that appear when markets are unpredictable.


      Do you need financial advice?

      If you could achieve your financial goals by simply putting money away in the bank, you wouldn't need a financial plan. Unfortunately, life is a little more complex it's hard to understand the intricacies of investment, taxation and ever-changing regulations, so you need professional help.


      Do I need a financial planner?

      If you’re planning for retirement, buying property, managing debt, or building wealth, a financial planner can guide you.


      Is financial advice regulated in Australia?

      Is financial advice regulated in Australia?


      What’s involved in retirement planning?

      It includes budgeting, assessing superannuation, estimating future needs, and creating income strategies for retirement.


      What is superannuation planning?

      It’s the process of managing your super to ensure it grows effectively and supports you in retirement.


      Who can you trust?

      Not all financial planners are the same. By looking for a financial planner that is a member of the FPA, you can rest assured that they are highly qualified, experienced and will do the right thing by you.


      How can you find a financial planner?

      Please click here to use our directory to find a financial planner who is a member of the FPA in your area, just like Templeton Advice Group.


      How can Templeton Advice Group help you?

      The FPA is your trust mark when seeking a financial planner. To be a member of the FPA, financial planners must have more experience, ongoing education as well as professional and ethical obligations, than the law requires. This provides you with peace of mind knowing your FPA financial planner is well-qualified, experienced and will do the right thing by you.


      What does the FPA do?

      The Financial Planning Association (FPA) is the professional body for financial planning in Australia. Of 10,000 members, more than 7,500 are practicing financial planners accomplished professionals who sign up to high standards and put their clients' interests first. Find out more about the FPA.


      What sort of advice do you need?

      The advice you seek can be holistic (which takes into account your full financial situation, needs and gaols) or scaled (where you only seek advice for particular purposes). Scaled advice is a new feature part of the proposed reforms that aims to improve the quality of advice to Australians. This means that you could see a financial planner for a particular purpose that is most relevant to you at any point in time.


      What do you need to ask at an initial meeting?

      The introductory meeting is your opportunity to make sure that you feel comfortable with the financial planner's professional credentials and that you get on well. A sure sign of a good financial planner is that they don't rush you, carefully listed to you and clearly explain where they can add value and where they can.


      How are financial planners paid?

      They may charge fees for service, receive commissions, or use a combination of both—always ask for full fee disclosure.


      What qualifications should a financial planner have?

      When choosing a financial planner, make sure they have the necessary qualifications. The simplest way to do this is to narrow your selection to members of the FPA which includes CFP professionals.


      Can a financial planner help with debt?

      Yes. Planners can help create a strategy to reduce and manage debt while still working towards your long-term goals.