At Templestone, we empower adviser practices to deliver exceptional investment and risk management advice to their customers. We provide the necessary licensing, infrastructure, and practice development support to ensure smooth operations.
To maintain the highest standards and quality, we have a team of specialist professionals who are both employed and contracted. They contribute their expertise to deliver top-notch services across our network
TECHNOLOGY
Leveraging Technology for Enhanced Business Efficiency
In today’s rapidly evolving landscape, it is widely acknowledged that the efficient utilisation of technology is a critical factor for the success of Financial Planners and Risk Advisers. At Templestone, we recognize the significance of this aspect and have forged a strategic partnership with Morningstar / Adviser Logic, renowned for its exceptional service and support.
Morningstar / Adviser Logic has demonstrated its commitment to technological advancements, resulting in increased market share. Their flexibility in collaborating with key clients like Templestone has been instrumental in our decision to choose them as a partner. We have diligently encoded our templates and are actively developing workflows and other tools to provide comprehensive assistance to our advisers.
By harnessing cutting-edge technology, we aim to streamline business practices and empower our advisers with the tools they need to excel in their roles. At Templestone, we remain dedicated to staying at the forefront of technological advancements to support our advisers’ success in a rapidly changing industry
COMPLIANCE
Ensuring Regulatory Compliance for Your Business Protection
At Templestone, we prioritise a robust yet practical compliance culture. Our primary objective is to safeguard and support all Advisers licensed with us, acting as a protective barrier against regulatory challenges. We are committed to making regulatory changes seamlessly integrate into your business, ensuring swift and efficient implementation.
We provide comprehensive support to all Advisers in meeting the requirements set under the Corporations Act, and the Education standards mandated by 2025. Ongoing Education of Advisers is aligned with the specific product suite they offer, and we tailor a training program to their needs that is established from the moment they join our family.
Our approach to compliance is guided by a commercial mindset, closely adhering to the Corporations Law and following ASIC’s guidance. We work hand-in-hand with practices, providing guidance and assistance in effectively managing, implementing, and adapting to industry and market changes. Our ultimate goal is to stand alongside you as a trusted partner, offering unwavering support throughout your compliance journey.
MARKETING/SOCIAL MEDIA
Enhancing Your Online Presence through Strategic Marketing and Social Media
At Templestone, we recognise the paramount importance of building trust online. That’s why we collaborate closely with a specialised partner who possesses deep expertise in cultivating trust in the digital realm.
In today’s business landscape, it’s crucial to acknowledge that numerous referral opportunities can slip through the cracks. When a potential client is referred to you, their first instinct is to conduct an online investigation. Understanding this reality, our alliance focuses on helping you establish a powerful and trustworthy online presence that positions you as the clear and logical choice
We offer specialised support in creating compelling, compliant social media and web solutions tailored to resonate with your target audience. Our aim is to craft a cohesive online brand image that captivates and connects with your prospective clients. By leveraging our expertise in marketing and social media, we enable you to make a lasting impression and establish a strong foundation of trust in the digital realm.
At Templestone, we are committed to equipping you with the tools and strategies necessary to effectively engage your target audience, elevate your online presence, and seize new opportunities for growth
BUSINESS AND PRACTICE MANAGEMENT
Accelerating Business and Practice Development for Growth
Templestone understands the key elements of successful businesses:
- Right clients, right number: We help you attract and retain the ideal clients aligned with your goals.
- Optimal pricing model: Our expertise ensures a competitive yet profitable pricing structure.
- Efficient client servicing: We optimise service delivery for productivity and satisfaction.
- Robust risk management: Implementing safeguards to protect your business and clients.
Templestone adds value to your practice success:
- Comprehensive approach: Coaching, planning, strategic partnerships, soft skills, operations,
productivity, and technology. - Vast experience: Practice management, coaching, planning, client acquisitions, operational
efficiencies, and technology. - Project management support: Driving outcomes through effective implementation.
- Practice buying/selling assistance: Guiding you through the process.
Partner with Templestone for tailored business and practice development solutions, accelerating your growth and achieving lasting success
EDUCATION AND TRAINING
Empowering Knowledge Growth through Education and Training
Education is a lifelong journey, and at Temple stone, we are dedicated to ensuring that your individual educational goals and training plan are accomplished within the required timeframes.
We priorities meeting the rigorous FASEA (now ASIC) standards and collaborate closely with reputable institutions like Kaplan and universities to facilitate compliance. From comprehensive induction training to quarterly professional development days and an annual conference, we provide ongoing support for your professional growth. What truly sets us apart is our commitment to understanding your unique educational goals and assisting you in achieving them.
Join Templestone on this transformative educational journey and unlock your full potential