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

Let us help you to reach your financial goals