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

Comprehensive Financial Planning

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

Investment Planning / Wealth Management

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

Retirement Planning

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

KiwiSaver

Find out more about how KiwiSaver works

Overseas Pension Transfers

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

Workplace Super Schemes and Education

Total Wealth can assist in designing and implementing group superannuation schemes

Estate Planning

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

Mortgages

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

Insurance

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

One Step Ahead

Why We Are The Best

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360 Legal Solutions

Explore What We Are Doing Better

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Civil Litigation

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Family Law

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Child Law

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Domestic Violence

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Learn All About Our Attorneys

Meet The Partners

Brian Lewis

Founding Partner

Chas R. Walker

Partner

Christy Mullen

Partner

three steps to success

We Will Help You Every Step Of The Way

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01

learning about all your legal issues

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02

Pair you up with the Perfect Attorney

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03

Fight For You
in Court

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we will assist you in any issue and conflict

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What People Say About Us

Client Testimonials

You Deserve One Of Our Best Lawyers

with 35 years of law experience

We have lots of experience

Case Studies