Your Total Wealth financial planning service
a para
Phone: 03 377 2855
Phone: 03 377 2855
For All Your Financial Services
Investment Planning / Wealth Management
Total Wealth follows a goal and results based philosophy. We will look to achieve your financial goals and maximise returns through thoughtful, focused and competent advice. Importantly at Total Wealth we adhere to the principle of putting the client first and strive to resolve any obstacle to achieving your goal. Under the current Financial Advisors Act in order to give investment advice your adviser must be an “Authorised Financial Adviser” (AFA).
Total Wealth are here to help and can assist you no matter what your financial goals are:
- Savings for your childrens’ education
- Additional retirement savings over and above KiwiSaver
- Planning for regular overseas holidays
- Renovations or a new car
Through Total Wealth you will have access to well diversified, researched Investment Portfolios.
Our Mission
Our mission is to provide our clients with friendly, personal service and professional advice on all financial matters. We’ll take the time to listen to your needs and design a plan that suits your lifestyle and income.