Turn the super and assets you've built into a retirement income plan, with an honest answer on whether an SMSF actually belongs in it

An award-winning Newcastle adviser gives you a straight read on your structure, and whether a self-managed super fund genuinely fits, before anyone sets one up.

Answer a few short questions as honestly as you can. That's how we work out whether a chat genuinely makes sense for your situation before we invite you to book one.

Award-winning adviser, advising since 2000SMSF Association accredited specialistsOver 100 years of combined experienceNewcastle, advising clients Australia-wide

Why Leenane Templeton

The suitability call gets made by people who do this every day

Leenane Templeton, in specifics

  • Specialty Retirement income planning and the SMSF-suitability call. The team includes SMSF Association accredited specialists and chartered accountants, so the structure decision is handled by people who do this every day.
  • Recognition One of our advisers was named one of Australia's top 50 financial planners in the Financial Review Smart Investor Masterclass, and the firm took out the National SMSF Best Practice Award.
  • Track record Founder-led and advising since 2000, with the current team carrying over 100 years of combined experience in super, tax and retirement strategy.
  • Model The plan comes first and the structure follows it, so whether an SMSF fits is answered as one decision inside your retirement plan rather than a product to sell. Fees are quoted up front where we can, so there are no nasty surprises.
  • Footprint Head office at 484 Hunter Street, Newcastle, advising clients right across Australia by phone and video.

In their words

Our first contact was when we were about to retire. Andrew started by getting a real sense of our investment style and the goals we had, which was excellent, and the fund now runs with little input from us, so we've plenty of time to enjoy our retirement.
Joy & Terry WiltonRetirement and SMSF clients
In all our dealings we've been impressed with his professionalism and his ability to explain things in plain English. Our only regret is that we didn't talk superannuation with him much earlier.
John WatsonSMSF and superannuation client
We met with three reputable planners in the Newcastle area. Andrew took time to understand our current position and our future goals, then built a well-structured plan and presented it in ways we could understand.
D. BromleyFinancial planning client
For our SMSF and financial planning they're professional, courteous, and strong on listening. It has been important to us that they stay conversant and up to date with our current situation.
Brian & Susan R.SMSF and financial planning clients
We've had three generations of our family looked after by Leenane Templeton, and I would highly recommend them to anyone looking for advisers who aren't afraid to give an opinion.
Karen G.Long-term family client