Total Wealth Management is an Ipswich based Financial Planning firm dedicated to helping people achieve their personal and financial goals. Our business has been built upon developing and maintaining long term relationships and we have over 40 years experience working together with individuals, families and small business owners and their staff.
We provide financial advice and services to clients all over Queensland and Australia with the majority being based in South-east Queensland.
Over the years, we have learned as much from listening to our clients as they have from us and it is this relationship that is the foundation of our business. We take a highly personalised approach and just as no two clients share the same needs, circumstances and aspirations, no two financial plans that we develop are the same.
Our professional and holistic approach to financial planning centres around creating and managing valued partnerships between you, Total Wealth Management and other specialists, all working together to deliver your desired outcome.
Rod and his team at Total Wealth Management gave us hope that we can make a difference to our future planning.
Rod and Judy
After talking with Total Wealth Management we are able to have the important things in life that we will enjoy in our retirement because of the planning of Rod and his team.
As you would appreciate this is a new experience and it is wonderful to feel confidence in the people who are handling my finances for me.
They’ve helped with all the stress I had about the money side of retirement, just knowing that I’m not trying to sort out this stuff alone. They are helping me along the way so I’m stress free, worry free and now living the dream. I would have no hesitation referring any-one to Rod and his team.