Your Total Wealth financial planning service
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Phone: 03 377 2855
Phone: 03 377 2855
For All Your Financial Services
What we do.....
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.... Read More
Investment Planning / Wealth Management
Total Wealth follows a goal and results based philosophy. We will look to achieve your financial goals.... Read More
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.... Read More
KiwiSaver
Find out more about how KiwiSaver works.... Read More
Overseas Pension Transfers
Total Wealth can assist you with the transfer of your overseas pension schemes.... Read More
Workplace Super Schemes and Education
Total Wealth can assist in designing and implementing group superannuation schemes.... Read More
Estate Planning
An often overlooked component of financial planning is the control, ownership and disposition of assets.... Read More
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.