Total Wealth Management
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Total Wealth Management > About

Who We Are

At Total Wealth Management we provide a comprehensive financial planning service to individuals, families and small business owners.

Specialising in creating and managing wealth for our clients, we also provide comprehensive strategic advice on areas including personal insurance, business expenses insurance, buy sell insurance and portfolio protection, tax-effective wealth creation, mortgage and debt management, superannuation, superannuation pensions, Centrelink and estate planning.

The team at Total Wealth Management has over 40 years experience in providing financial planning services and advice for members of our community.

We believe it is essential that clients need to be informed to make the right financial decisions. Our aim is to develop a strong relationship with each client through a regular review process and ongoing education. Our Ongoing Service Program assists our clients in realising their financial goals and objectives.

Whatever your financial objectives or concerns may be, Total Wealth Management can help in providing the right solution. Total Wealth Management – Partners in Your Prosperity.

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    Financial Advice Services

    Pre-retirement and Retirement Planning

    Centrelink Maximisation Strategies

    Superannuation Fund and Strategy Advice

    Self Managed Superannuation Funds

    Personal Risk Insurance

    Wealth Accumulation

    Tax Minimisation and Tax Planning

    Debt Management

    Lifestyle Expense Planning

    Estate Planning

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    Opening Hours

    Appointments available outside these times by prior arrangement.

    Monday 9am - 5pm
    Tuesday 9am - 5pm
    Wednesday 9am - 5pm
    Thursday 9am - 5pm
    Friday 9am - 4pm
    Saturday Closed
    Sunday Closed

    Our Office

    11 Lawrence St, North Ipswich QLD 4305

    Contact Us

    Phone: (07) 3281 1226
    Email: twm@totalwealth.com.au
    Fax: (07) 3282 9900

    Postal address

    PO Box 2648, North Ipswich QLD 4305

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