We weren’t happy with the current financial planning company in QLD that we were dealing with so while talking to my parents’ about our super and financial situation they recommended that we contact Rod at Total Wealth Management. (They have been clients of Rod’s for many years)
After our first meeting it was explained to us in great detail what recommendations were that best suited us and why certain policies were chosen. We were given a detailed document (Statement of Advice) at our next meeting with all set up fees and on going fees explained.
The financial planning company that we had dealt with previously didn’t communicate with us or provide support or further assistance so that we could understand what was being done. We felt stuck, not only didn’t we understand, we just couldn’t get ahead.
Rod and his team at Total Wealth Management gave us hope that we can make a difference to our future planning.
During the whole process there was numerous documents and paperwork sent to us by the super company which we didn’t understand, but the TWM team were able to explain in detail and follow up any further information for us.
All our policies are now in place and we are looking forward to the future as we continue to get ongoing personal advice from Total Wealth Management.