- Income protection insurance
- Wealth creation advice
- Pre- retirement advice
- retirement advice
- borrowing to invest
- superannuation advice
- estate planning ( wills etc)
- funding of business buy/ sell agreements
- property and share purchase strategies
See all meeting locations in the website footer below.
Total Wealth Management
Business was established in 1999. Collectively we have over 50 years experience in the financial services industry. Geographically clients are spread between Cairns and Sydney, with the majority located in south east Qld.
Our aim is to build long term relationships with clients, based on trust and with a common aim to help them achieve their goals and objectives.
Flexibility is at the core of any strategies we recommend to ensure we can adapt to meet changes to clients personal and financial positions.