Our client experiences

No-one says it better than our valued clients, here's what they think.

My experience with Templetons has been good. I found my advisor, Andrew Ward, very friendly, courteous and always helpful.

I was concerned about aspects of my superannuation being rolled over but on reference from a friend I contacted Andrew Ward who was amazing in his willingness to help even though we had no formal introduction or arrangement. I cannot recommend Andrew highly enough and look forward to him assisting me in my retirement planning

Monique is my Financial /Planner & Advisor & has helped me enormously in recent times & will continue to monitor & update whatever becomes necessary for my best interests…

…might I also suggest that if you don’t already have your own Financial Planner, you would find Monique would be fantastic to examine any plans etc. that would be good for you.

"I would like to say our dealings with Templetons over the last five years or so have been fantastic, they have never been more than a phone call away and have always given first class service. we have recommended Templetons to friends who also were very happy with the services they  provide."

"A truly great achievement.  Delivering value for our employees we strive for all the time. Thank you for your hard work."

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These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.