Transforming Your Financial Future, One Plan at a Time.
At Total Wealth Management, we pride ourselves on our professional and holistic approach to financial advice. Our team of experienced financial advisers are dedicated to creating and managing valued partnerships with our clients, constructing personalized financial plans that aim to achieve their financial goals at different life stages.
Our Services
Our team of experienced financial advisers offers comprehensive advice across a wide range of wealth accumulation, superannuation, retirement, and insurance services. Our services include:
- Pre-retirement and Retirement Planning: We help you make the most out of your super and assets so that you can enjoy a stress-free retirement.
- Centrelink Maximisation Strategies: We can help you assess your assets in order to qualify for Centrelink pension and benefits.
- Superannuation Fund and Strategy Advice: We can make sure that your Superannuation funds count by helping simplify super.
- Personal Risk Insurance: We can help you ensure your family's security by preparing for the worst-case scenario.
- Wealth Accumulation: We can help you protect your future by planning for wealth accumulation.
- Tax Minimisation and Tax Planning: We can help you prepare for taxes and minimise the amount of tax you pay.
- Debt Management: We help you plan a debt recycling strategy to pay off your loan easier.
- Lifestyle Expense Planning: We can help you destress by preparing for big lifestyle expenses.
- Estate Planning: We can ensure your final wishes are respected through effective estate planning.
- Self Managed Superannuation Funds: We help you evaluate and manage one of the most flexible investment options in Australia.
Our Advice Process
Our advice process is designed to provide you with a comprehensive and personalized financial plan that meets your specific needs and goals. The process includes:
- Initial Meeting: We discuss your current financial situation and gain an understanding of your goals and priorities, identifying opportunities, gaps, options, and choices.
- Plan Development: An experienced financial planner prepares a statement of advice (SOA) that explains in detail the strategies we are recommending to help you achieve your financial goals and objectives.
- Implementation: Once you're happy with the personalized financial plan, we'll start the implementation with the necessary paperwork and follow up on any outstanding issues.
- Review: We will monitor the effectiveness of your strategies as part of a review and keep you updated on their development.
Our Team
Our team of experienced financial advisers has been working in the financial planning industry for over 20 years, with all staff having related Financial Planning education. You can rest assured that you are receiving quality service and advice.
Overall Experience
The reviewer, Myra Holm, has had a highly positive experience with Total Wealth Management, with whom they have been working for twenty years.
Key Strengths
Long-Term Financial Management
Myra highlights Total Wealth Management's ability to successfully manage their finances over an extended period, specifically twenty years.
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