Templeton Advice Group
25 Years
in Business
14 Years with
Yellow Pages
Gallery
About Us
Trusted Financial Advice and Wealth Planning in Albury!
- Act With Integrity And Professionalism
- Over 30 Years Of Experience
- We Also Aim To Protect And Preserve Client Wealth
- We Focus On Developing Long-Term Relationships
- We Provide A Holistic Approach
- General Info
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. Contact us!
- Accreditations
AFSL 533284- Email Business
- Payment method
- eft, cheque, mastercard, visa
- Established
- 2001
- ABN
- 49 134 909 541
- Staff
- 11-20
- Service Notes
- Open Monday To Friday
- Other Links
- Categories
- Licenses
- Legal ID: AFSL: 533284
- Commercial
- Yes
- Keywords
- Account Based Pension, Age Pension, Aged Care, Budgeting, Cashflow Management, Centrelink, Estate Planning, Holistic, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Investments, Pensions, Platforms, Portfolio Management, Reliable, Retirement Planning, Self Managed Super Funds, Superannuation, Trustworthy, Values Based, Wealth Creation
FAQs
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.
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.).
What documents should I bring to my first appointment?
Bring recent financial statements, super details, insurance policies, payslips, and any existing investment info.
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.
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.
Is financial advice regulated in Australia?
Is financial advice regulated in Australia?
What’s involved in retirement planning?
It includes budgeting, assessing superannuation, estimating future needs, and creating income strategies for retirement.
What is superannuation planning?
It’s the process of managing your super to ensure it grows effectively and supports you in retirement.
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.
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.