Why choose us

The Goals 360 experience

We’re proud to bring you Goals 360. It’s an interactive digital experience that focuses on your personal goals.

The journey towards reaching your goals starts by exploring your ambitions to gain a clearer perspective on what really matters to you. 

A coach will walk you through the process, helping you visualise and explore your goals from every angle.

You’ll receive a summary of your personal goals and priorities. The next step is to explore your advice options with a qualified financial adviser.

Then, if you decide to proceed, they can work with you to build a plan to help make your goals a reality.

And, if you’d like help staying motivated and accountable, you can choose ongoing services so we can help you track your progress.

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 yours. So, here’s a bit more about us.

  • Our passion is to help you reach your goals – by creating realistic and solid plans to sit behind your goals, we aim to help more Australians, like you, live a better tomorrow.
  • Our plans are flexible – we know that life can change from one day to the next, which is why we like to work closely with you. 
  • A plan designed just for you – we will take the time upfront to understand who you are, what you want, and your unique situation before we start looking at how we can help you.
  • A long-term relationship – we offer most value by forming a strong partnership over time, helping you to build your wealth and achieve your goals over each stage in your life.
  • The simpler, the better – we want to help you understand 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.

Our expertise

Our team has local knowledge and expertise and draws on the strength and specialist support of AMP, so we’re equipped to help you reach your goals.

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.

Supporting Australians everywhere

Templetons Financial 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 Financial 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’s advisers who donate their services free of charge.

Preserving Australian military heritage for the community

Templetons Financial 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.

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

What to expect