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What we do

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

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

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