Responsible Business

Our Customers

Total Wealth Planning is a leader in financial and lifetime planning. Our customers are individuals seeking assistance to cultivate wealth throughout their entire lifetime and beyond. The primary clients for Total Wealth Planning are Individuals who have a history of financial discipline and a positive relationship with their wealth. If the advice provided to these customers brings them success, they will leave a legacy that will influence the ongoing success of their family. However, the core of the Total Wealth Planning strategy, is to help young individuals grow to have that positive relationship with their wealth and continue their journey with us as their lifetime continues. A financial advice process that will nurture customers through their lifetime will bring success to all.

Our purpose is to provide complex specialist information in simplified terms and to encourage and enable our clients to cultivate their own wealth through seeking expert advice.

We constantly strive to find ‘A Better Way Forward’ for our clients.

Our Values

Our People

We believe that the strength of our company lies in the strength of our people. Our people and the wealth of experience they possess, is what sets us apart.

Trust

We understand that trust is the most important factor in any relationship. This is why integrity, reliability and fairness are at the core of our actions as a firm.

Clarity

We make it clear to our clients what we do and why we do it. We commit to transparency in all of our dealings.

Innovation

We always seek to find a ‘Better Way Forward’, by using the latest technologies and advancements in the industry in our endeavour to provide the most suitable and efficient service.

Our Clients

Total Wealth Planning is a leader in financial and lifetime planning. Our clients are individuals seeking assistance to cultivate wealth throughout their lifetime and beyond. We have a diverse range of clients from an even greater range of circumstances. Total Wealth Planning clients are individuals who seek to further develop or maintain financial discipline. Our clients will benefit from a positive and proactive relationship with their financial planner.

However, the core of the Total Wealth Planning strategy, is to help our clients develop a positive relationship with their wealth and continue their journey with us as their lifetime continues. Our belief is that a financial advice process that nurtures clients through their lifetime will deliver the highest likelihood of success.

Attributes to a successful client relationship

  • Communication and listening
  • Managing expectations
  • Honesty and integrity
  • Knowing the limitations of our abilities
  • Seeking expertise to support our services
  • Accepting when we have made a mistake
  • Accepting feedback and critique from our clients and driving change

TWP's Mission

Genuine

We seek to make the professional, personable. We want to engage and inform. We believe that the use of straight forward language and an empathetic approach makes everything clearer.

Collaborative

By working closely with our colleagues, our technology and investment providers and other relevant financial professionals in the industry we seek to deliver better advice and build suitable solutions that benefit our clients.

Smart

We are not looking for the easy answers, we are looking for the right answers. For us, smart leadership creates outcomes that make the world and our lives in it more efficient. It’s an approach that challenges us to provide simple but accurate and comprehensive solutions.

Progressive

We don’t just say we’re progressive – we show this trait in all aspects of our business. We strive to be visionary in our thinking and agile in the way we implement ideas. We are inspired by progress that is optimistic and forward-focused.

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Genuine
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Genuine
We make the professional, personable. We want to engage and inform, and while we don’t try to conceal complexity, we believe that straight forward language and an empathetic approach makes everything clearer.
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Collaborative
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Collaborative
The best futures are born from diverse thinking – of culture, background and attitude. Our approach is a true reflection of this. Everything we achieve grows out of our collaborative, human-centric approach.
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Smart
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Smart
We are not looking for the easy answers, we are looking for the right answers. For us, smart leadership creates outcomes that make the world and our lives in it more efficient, connective and resourceful. It’s an approach that challenges the norm and provides simple, elegant solutions.
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Progressive
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Progressive
We don’t just say we’re progressive – we show this trait in all aspects of our business. We strive to be visionary in our thinking and agile in the way we implement innovative ideas. We are inspired by progress that is optimistic and forward focused.