Meet the Team
Our advisers
At TWM, we enjoy providing advice across all spectrums of financial planning and strongly believe that a financial plan is fundamental to achieving personal and financial goals. It enables you to stand back, assess your current position and make appropriate changes to give yourself the best chance of achieving personal milestones.
Ongoing and regular reviews are equally important to the success of any plan, as they enable adjustments to be made to ensure that your investments, insurance and superannuation strategies remain relevant to any changes that occur in your life. While some of these changes can be caused due to your own personal or financial position, others may be forced upon you due to changes in legislation and economic conditions both here and overseas.
We genuinely find great satisfaction in helping our clients to achieve their goals and stay on top of changes and developments in the financial services industry and we look forward to helping you.
Joel
Principal & Senior Adviser
Joel commenced his career in the financial advice industry in 2012 and has been dedicated to helping clients build confidence and clarity around their financial futures. In 2016, Joel established his own practice and has since focused on providing personalised, long-term advice to individuals and families seeking guidance around wealth creation, retirement planning and financial security.
Joel holds a Graduate Diploma of Financial Planning and is committed to ongoing professional development to ensure clients receive advice that reflects current legislation, market conditions and best practice standards.
Joel enjoys building long-term relationships with his clients and taking the time to understand what is most important to them so their financial plan can support the life they want to live.
Outside of work, Joel enjoys sailing and travelling, particularly visiting family back in New Zealand.
Our Support Staff
Emma
Paraplanner
I have been working for TWM since 2009 and in the financial services industry since 1999.
I have completed the Advanced Diploma of Financial Services and also have a Bachelor of Business.
My role is to prepare the Statement of Advice documents for our existing and prospective clients. This includes assisting the advisers with research and strategy development.
I am married with two children, who take up a lot of my spare time with their school and sports activities. I enjoy spending time with my family and travelling to new places.
Our Philosophies
At Total Wealth Management, we believe that lifestyle goals and objectives are two of the most important elements of any successful financial plan.
We focus our expertise and resources on the things we can control or influence (service, strategy and education).
Our philosophy involves a thorough step by step process designed specifically to help you achieve your lifestyle goals and objectives.
“Financial Planning transforms dreams and aspirations into reality”
Our objective is to develop a long term partnership that is highly valued and over time delivers desired outcomes, exceeds expectations and provides peace of mind.
“Achieving your dreams and aspirations is our priority”
At Total Wealth Management, we are a committed team participating at different levels, all striving towards the consistent delivery of our excellent service to our clients.
For over 15 years, we have been focused on providing professional and holistic financial planning advice to our clients.
We believe in order to truly understand your needs and assist you in achieving your lifestyle goals and objectives requires more than just a business relationship.
“Partners in your prosperity”
Our Preferred Charity
Team J & J is a fundraising group which works throughout the year to help families who have children with blood-related cancers.
“I know how hard it is. When my son was diagnosed he had two weeks left to live without treatment. It was a big shock and we had to drive to and from Brisbane constantly. Our goal is to raise lots of money for the Leukaemia Foundation and our sponsor, Total Wealth Management is offering a $10,000 prize for every golfer who gets a hole in one, which is massive.”
“I still talk to him every day and ask if I’ve done enough. I wouldn’t be here doing this if it wasn’t for him”
Mrs Gayle Daetz
The Leukaemia Foundation supports patients and their families with accommodation free of charge for as long as their treatment lasts, which could be anywhere from six months to two years.
