Templeton Advice Group opening hours in ALBURY
Open Monday To Friday
Phone
(03) 5764 7411
Call
Website
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Mobile business servicing Albury
Accreditations
AFSL 533284
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About Us
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Products and Services
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Additional Locations
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FAQs
About Us
About Templeton Advice Group
AT A GLANCE
- Over 30 Years Of Experience
- We Provide A Holistic Approach
- Act With Integrity And Professionalism
- We Focus On Developing Long-Term Relationships
- We Also Aim To Protect And Preserve Client Wealth
Empowering individuals and businesses to achieve financial freedom through personalised, strategic financial advice.
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.
At Templeton Advice Group, we are dedicated to helping individuals, couples, families, and business owners in Albury gain control over their financial future — not with cookie-cutter strategies, but with practical, customised advice that reflects your life. Our team works closely with you to understand what matters most, then creates a clear plan to help you move forward with purpose. Whether you're building wealth, preparing for retirement, or managing life’s big transitions, we’re right beside you—offering support, insight, and guidance with a local touch.
Our services can empower you with confidence and clarity in your financial journey. We offer comprehensive advice across key areas including superannuation, retirement planning, wealth creation, investment advice, insurance protection, and cash flow management. For those navigating more complex situations, we also assist with estate planning and aged care strategies. We don’t just focus on the numbers — we focus on what those numbers mean for your goals, your lifestyle, and your future. Every recommendation is transparent and designed to adapt as your circumstances evolve.
At Templeton Advice Group, we put people first. Our reputation is built on trust, long-standing relationships, and a commitment to going above and beyond for our clients. As part of the Albury community, we take pride in offering ongoing support that evolves with your needs. We’re not here to give you a quick fix —we’re here to be your financial partner for the long haul. With regular reviews, open communication, and advice that always puts your best interests first, we’re here to help you make smart decisions with confidence.
Reach out to us today!
Products and Services
Events
Seminars
Services
Advice & Information, Aged Care, Budgeting, Cashflow Management, Centrelink, Debt Consolidation, Debt Management, Estate Planning, Income Protection, Insurance, Investments, Life Insurance, Life Planning, Loans, Managed Funds, Portfolio Management, Redundancy, Retirement Planning, Salary Packaging, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Wealth Creation
Offering
Commercial
Features
Accredited, Australian Owned, Certified, Evaluations, Fee For Service, Independently Operated, Independently Owned, Locally Operated, Locally Owned, Member FPA, No Entry Fees, Owner Operated, Wholesale
Issues
Retirement
Catering To
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
Keywords
Retirement Planning, Trustworthy, Platforms, Portfolio Management, Centrelink, Superannuation, Life Insurance, Investment Strategies, Account Based Pension, Pensions, Cashflow Management, Holistic, Life Planning, Estate Planning, Values Based, Investments, Managed Investments, Insurance, Self Managed Super Funds, Aged Care, Budgeting, Wealth Creation, Reliable, Age Pension
Additional Locations
Showing 3 locations in 1 states
FAQs
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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.
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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.
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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.
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Is financial advice regulated in Australia?
Is financial advice regulated in Australia?
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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.
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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.).
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What is superannuation planning?
It’s the process of managing your super to ensure it grows effectively and supports you in retirement.
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What’s involved in retirement planning?
It includes budgeting, assessing superannuation, estimating future needs, and creating income strategies for retirement.
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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.
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What documents should I bring to my first appointment?
Bring recent financial statements, super details, insurance policies, payslips, and any existing investment info.