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