At Total Wealth Planning, we'll work with you, your family and your other trusted advisers to deliver strategies and wealth management solutions tailored specifically to your individual needs.
Our comprehensive range of services are built to meet your specific planning needs. Our advice will always be based around the in-depth knowledge of your circumstances to provide the best possible outcomes. It is in this way that we develop the trust that is at the core of our partnership with you.
Total Wealth Planning was founded with a mission to be smart, collaborative, progressive and genuine. We are principled, knowledgeable and experienced in delivering client-focused wealth management. Our team is uncompromising in its effort to help you meet your financial goals.
Our financial professionals have a proven ability to offer inter-generational advice. This will result in the cultivation of your wealth throughout your entire lifetime journey and beyond.
The TWP Difference
The TWP Difference
Expert people and connected cultures
The TWP Philosophy
We take your finances seriously. You appreciate the importance of robust, flexible financial plans that are custom-built for your unique circumstances and aspirations. Therefore, we build plans that evolve with you as your family’s needs change over time.
At TWP, our focus is on the cultivation of wealth for our clients. We do this through an unwavering commitment to building and maintaining long-term professional relationships through a comprehensive understanding of each client’s specific situation and requirements. We understand that financial needs change over time. Our close relationship with each client allows us to review and refine plans throughout the journey of lifetime wealth creation.
You recognise the value of independent advice and know that lasting and successful professional relationships require a clear understanding of roles and responsibilities. TWP’s approach identifies ‘Three Circles of Responsibility’. This framework ensures that the role of each partner, namely the client, TWP and the other service providers such as lawyers and accountants, is clearly understood by all. This robust collective understanding further supports your wealth cultivation goals.
At TWP, our focus is on the cultivation of wealth for our clients. We do this through an unwavering commitment to building and maintaining long-term professional relationships through a comprehensive understanding of each client’s specific situation and requirements. We understand that financial needs change over time. Our close relationship with each client allows us to review and refine plans throughout the journey of lifetime wealth creation.
You recognise the value of independent advice and know that lasting and successful professional relationships require a clear understanding of roles and responsibilities. TWP’s approach identifies ‘Three Circles of Responsibility’. This framework ensures that the role of each partner, namely the client, TWP and the other service providers such as lawyers and accountants, is clearly understood by all. This robust collective understanding further supports your wealth cultivation goals.
Our Services
What We Do?
Lifetime Planning Journey
It is our primary mission to assist and guide our clients to use their personal wealth and resources to secure the best possible outcome in ...
Investment Philosophy
Totality Asset Management (TAM) is our in-house asset management proposition with all the investment management carried out by our very own Apollo Multi Asset Management.
Areas of Advice
Using Total Wealth Planning’s full spectrum of advisory services from strategic financial planning to trusts, philanthropy and asset protection, we support you to understand the ...