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  • 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
  • Advice
    Personalised Financial Planning
    We understand that getting the right advice at the right time in life
    is key to meeting your financial targets
  • Retirement
    Retirement Planning - KiwiSaver
    We aim to give you all the information you need to help
    you set up and secure your retirement funds
  • Investments
    Investment Management Services
    We offer a comprehensive range of investment options
    to give you financial freedom
  • Superannuation
    Workplace Super and Education
    Total Wealth can assist in designing and implementing superannuation
    plans to supplement your KiwiSaver
  • Mortgages
    Total Wealth can help you from start to finish
    Whether you are looking to buy your first home, second home,
    your forever home or an investment property
  • Insurance
    Total Wealth wants to give you peace of mind
    We can look at the different Insurance options, for protecting
    you and your family rain or shine

How can we help you?

 

Get the right advice at the right time to meet your financial goals

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Achieve your financial goals and maximise returns through thoughtful, focused and competent advice.

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Your first home, second home, your forever home or an investment property, Total Wealth can help you.

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Insurance is vital for protecting the things we love or value

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We would love to be able to help you reach your financial goals

contact us

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

 

Total Wealth