Templetons Financial’s philosophy is simple - clarity in your finances, confidence in your approach, and capability in your life through an experience second to none in personalised service and attention. Our goal is to help you understand the role your finances play in your life and to help you plan for the expected, with protection for the unexpected. We can help you take control of your finances today, so you can enjoy a safer financial future tomorrow.
Our financial planning expertise
Templetons helps you to best protect and get more out of the money you have, so you can have more of what you want – today and in the future. We work closely with you to ensure our advice is the best fit, helping you to plan and manage your money to make your dreams and goals become a reality.
After finding out who you are, your current circumstances and where you want to be, we help you choose how to make the best use of your money, investing and protecting it, as well as using financial products that suit your needs.
Providing advice on a wide range of financial matters ranging from Insurance to Retirement Planning or even Mortgage Advice, Templetons help you get the most out of your finances. Each step of the way, we also strive to provide our clients with clarity in their finances through ongoing education and financial literacy, so that we not only help you with your money, but also to understand how it all works.
With the right planning and the right professionals working to help you succeed, your money is in good hands with Templetons.
Meet our team
At Templetons, we are dedicated to providing you with the best advice and support possible, letting you plan your future the way you want it. To do this, we have a wide range of industry experienced staff to help support and advise you through your financial journey.
Our advice team
Our goals 360 experience staff
Our office staff
Templetons Financial in Brisbane is accredited with the highest standards of professionalism and advice. Click on the logos below for more information.
One of our own goals is to give back to the community where we can. This includes providing free advice and our time.
Supporting Australians everywhere
Templetons is a proud sponsor of the Royal Flying Doctor Service, a service that works to provide emergency medical and primary health care services to anyone who lives, works or travels in rural and remote Australia, using the latest in aviation, medical and communications technology.
Giving back to those who need it most
Templetons believes in giving back to the community, demonstrating its genuine care for clients and providing support when it is most needed. For instance, it is actively involved in the AMP Cancer Council Pro Bono Program. Through this program, cancer patients who are unable to afford financial advice are able to benefit from the expertise of Templetons’ financial advisers who donate their services free of charge.
Preserving Australian military heritage for the community
Templetons is proud to support the pursuit, recording and study of military history. Pat O'Keefe, one of the team's advisors has overseen the establishment of a number of war museum and research centres including the establishment of the QLD Committee for the Battle of Australia Commemoration organisation.