An advice relationship in more ways than just growing wealth

Our commitment to making a difference

Financial advice that personalises strategies to your unique goals and ensuring you’re prepared for life’s surprises, whether it’s building wealth or securing your future by making informed decisions in a complex financial landscape.

Personal Financial Advice and Lending

Getting started

Starting your financial journey can feel overwhelming whether you are saving for your first home, growing your wealth, or navigating life’s unexpected expenses. We can help build a strong foundation toward financial confidence and success.

Wealth builders

From strategic investments to tax-efficient planning, we will create a personalised plan to help you build, grow, and protect your assets by aligning your financial goals and maximising your wealth potential for the future.

Pre-retirees and beyond

Whether you are transitioning into retirement or in retirement, ensuring financial security becomes more important than ever. We can help protect your assets and create a tax effective reliable income stream for the years ahead.

High net worth individuals

Managing and growing your wealth require sophisticated strategies. We would focus on wealth preservation, strategic investments and tax optimisation - ensuring your assets are managed efficiently and your legacy for future generations are protected.

Corporate Services

Business owners

Balancing personal and business financial goals can be challenging. We can support you by protecting your interest in the business through ‘unplanned’ succession planning and key people protection - while securing your personal and family’s financial future.

Corporates and SMEs

Empower your workforce with the financial education and resources they need for long-term financial success. We provide tailored Financial Wellness Programs to help your team manage their personal finances, reduce stress, and increase productivity.

What our clients say

Steve has always steered me in the right direction and certainly knows his business. I would highly recommend Steve as I have never looked back and will be with him for a long time yet.

I'm so glad that I met Eric. I've got everything in place for my kids and partner - everything's done, and whilst I'm alive. Templetons should be very proud of their staff. Many companies will tell you what they're actually going to do - Templetons actually did what they say.

Steve’s attention to detail and support meant we were able to get into our dream home far sooner, and the joy and excitement of this wasn't destroyed by the stress of dealing with a bank and being treated simply as a number.

Their work ethics are beyond reproach. Eric and his team have been extremely supportive, patient and professional at all times. It is a long journey for me and my financial situation has been made easier thanks to Eric and his team.

Steve has always steered me in the right direction and certainly knows his business. I would highly recommend Steve as I have never looked back and will be with him for a long time yet.