Our Approach

The focus is to provide you with every opportunity for success to reach your objectives, track progress, navigate through the unexpected and make periodic adjustments to stay on course. Our approach to goals based advice will empower you to live the life you choose and ultimately bring positive reward and a feeling of accomplishment.

Step 1

Get Goal Ready

Get ready to focus on your goals by thinking about your plans, needs and ambitions.

Step 1

Step 2

Explore my Goals

Take a deep dive into understanding your values, what matters most to you and prioritise your goals.

Step 2

Step 3

Explore my Advice

Consider options to help balance your longer term goals against the financial needs of today.

Step 3

Step 4

Plan for my Goals

Create a clear roadmap to achieve your objectives and financial milestones with confidence.

Step 4

Step 5

Track my Goals

Track your progress with help to stay motivated and accountable.

Step 5

We look forward to becoming your financial advice partners for life

Our Address

Waterfront Place, Level 34, 1 Eagle Street, Brisbane City, QLD 4000
Corporate House, 155 Varsity Parade, Varsity Lakes, Gold Coast, 4227
Client Centre Sydney - Level 2 25 Ryde Road, Pymble, 2073, NSW
GPO Box 1548, Brisbane, QLD, 4001
1800 836 753

Legals

Important Information

Templetons Group Financial Services Pty Ltd (ABN 52 671 968 817) and Eric Chong are both authorised representatives and credit representatives of Akumin Financial Planning Pty Limited, Australian Financial Services Licence 232706 and Australian Credit Licence 232706.

General Advice Warning

Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.