Total Wealth

For All Your Financial Services

We offer our clients a financial planning service that combines financial and investment planning aligned to meet your life goals

How Can We Help You?

Financial Planning

Get the right advice at the right time to meet your financial goals

 

 

Investments

Achieve your financial goals and maximise returns through thoughtful, focused and competent advice.

Mortgages

Your first home, second home, your forever home or an investment property, Total Wealth can help you

Insurance

Insurance is vital for protecting the things we love or value

 

 

More about our range of services

Financial Planning is a comprehensive evaluation of a client’s current and future financial needs and results in a plan to achieve their financial goals

Total Wealth follows a goal and results based philosophy. We will look to achieve your financial goals

Even if it seems a long way off, it pays to plan for your retirement as early as possible. Many retired New Zealanders get their income from two main sources

Find out more about how KiwiSaver works

Total Wealth can assist you with the transfer of your overseas pension schemes

Total Wealth can assist in designing and implementing group superannuation schemes

An often overlooked component of financial planning is the control, ownership and disposition of assets

Whether you are looking to buy your first home, second home, your forever home or an investment property Total Wealth can help you

Total Wealth we can look at the different Insurance options, for protecting you and your family rain or shine

We would love to be able to help you reach your financial goals