Why choose us

Our approach

Us and AMP

Goals are what drive you in life, so we want to put your goals at the centre of our advice.

That’s why we’re proud to bring you the AMP goals-based advice experience.

The AMP goals-based advice experience

The journey starts with our interactive technology – which looks at your goals in a unique way. Explore your ambitions for a clearer perspective on what’s really important to you.

A coach will walk you through the process, helping you visualise your goals, think about your future in a different way and help you prioritise your needs.

You’ll receive a summary of your personal goals and priorities. Then, if you choose to proceed, one of our qualified financial advisers can help by:

  • Building a plan to help you achieve your goals
  • Tracking your progress, depending on your needs and preferences.

What we stand for

When it comes to getting help with achieving your goals, it’s important to know that our values line up with your own.

So, to give you a better idea of who we are, and what we stand for, here’s a bit more about how we work.

  • We believe wealth is best measured in goals – whatever you are working towards, we measure our success by how we can help you realise your goals.
  • Our plans are flexible – we know that life can change from one day to the next, which is why we allow for flexibility in everything we build.
  • A plan designed just for you – we will take the time upfront to fully understand who you are, what you want, and your unique situation before starting to look at how to best help you.
  • We like to partner for the long term – whilst we can help with one off requests, we feel we offer most value when partnering with clients for the long haul – helping build their wealth and achieve their goals over each stage in their life. Forming a strong partnership along the way.
  • The simpler, the better – we want to make sure you are clear on everything we present to you. And that includes being up front about our fees.
  • Maintain our high standards – you can trust that we will act professionally and in your best interests to deliver you the best possible service at every level. 

Our expertise

Templetons Financial are well equipped to help you reach your goals, no matter what your age or stage. Our team consists of 20 specialists who have experience across a range of areas. Find out more about each of us and how we can help you here:

 

Accreditations

Templetons Financial in Brisbane is accredited with the highest standards of professionalism and advice.

Community

One of our own goals is to give back to the community where we can.

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. 

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.

Find out how we'll help you reach your goals sooner

What to expect