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
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.
Templeton Advice Group is a trusted financial planning firm in Wodonga, proudly serving individuals, families, and small businesses throughout the region. Passionate about helping our clients gain clarity and confidence in their financial future, we take a personalised approach, taking the time to understand your goals and providing tailored advice. Whether you’re just starting out, planning for retirement, or looking to grow your wealth, we’re here to support you every step of the way with honest guidance and local insight.
We offer a full suite of financial planning services designed to help you build, protect, and manage your wealth. From superannuation and retirement planning to investment strategies, cash flow management, and personal insurance, our goal is to help you make informed decisions with confidence. We also provide aged care planning and estate planning strategies to ensure peace of mind for you and your loved ones. Our advice is always clear, transparent, and tailored to your specific needs, with the flexibility to adapt as your life and goals evolve.
We are committed to building long-term relationships based on trust, transparency, and genuine care. We don’t just offer financial advice — we become a dedicated partner on your journey to financial well-being. As a locally owned business, we understand the needs of our community and are invested in helping it thrive. You’ll never feel like just another number with us — we provide personalised service, ongoing support, and regular reviews to keep your plan on track. Choose Templeton Advice Group for advice that’s reliable, relevant, and always in your best interest.
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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 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.