We have been clients of Total Wealth Management for over 15 years and Rod has been our adviser for at least the last 10 years.
When we first met Rod we were both still working but since then my husband has retired and I am still currently working.
Over these years we have caught up with Rod at least once a year to receive an update on how our investments have performed over the last 12 months. We also get told about any new laws that have been introduced that may affect our investments and Rod at Total Wealth has suggested changes if required.
Rod has small personal team: starting with Emma who looks after all the existing clients and does all the behind the scenes work for Rod.
Monica looks after all the new clients and helped put together the plan and all the applications when my husband retired in early 2016.
We are satisfied with the ongoing advice and guidance from Rod and his team for our investments and future retirement plans.
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.
One of the worries of my husband retiring and my self still working was how to start sorting the paper work. After one call to Total Wealth a weight was lifted of my shoulders and the support throughout this process has been amazing.