Templeton Advice Group opening hours in Wodonga
Open Monday To Friday
Phone
(02) 6092 5905
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Templeton Advice Group opening hours in Wodonga
Additional Contacts
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
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 seeking dependable financial planning in Wodonga? Then Templeton Advice Group comes second to none. We're here as your reliable ally, providing custom financial advice aligned with your values and aspirations. Our experienced team assists you in managing cash flow effectively to support your lifestyle and pursue your goals. With a special emphasis on insurance for safeguarding your family and finances, we ensure you're confidently moving towards your objectives with security and peace of mind.
Additionally, we offer advice on optimising superannuation benefits to foster wealth growth and help with retirement planning, providing customised paths tailored to individual needs. Whether it involves setting and reaching goals at various life stages, ensuring peace of mind through estate planning, or navigating the intricacies of aged care, Templeton Advice Group is here to provide support, reducing financial stress so you can focus on what truly matters to you. Over time, we've supported numerous clients in Wodonga, who have valued our services and recommended us to others.
When you contact us, we begin by assessing your objectives and profiling your situation, agreeing on services and fees. Subsequently, we offer personalised advice in a Statement of Advice. In addition to this, our review service includes coaching, support, and customized recommendations, along with proactive analysis and a review questionnaire. We aid in implementing decisions and thoroughly document everything to continually improve your financial position.
Call us for further details!
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 2 states
FAQs
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.