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Total Wealth Management

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Total Wealth Management

Overview:

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 advice on areas including personal insurance and portfolio protection, tax-effective wealth creation strategies, debt management, pre and post retirement funding and estate planning.

The planning team at Total Wealth Management has over 20 years experience in providing financial planning services and advice for members of our community. We actively manage over $40 million for our clients.

David Baker and Rod Hudson are authorised representatives of GWM Adviser Services Limited.

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 Client Care Program assists our clients in realising their financial goals and objectives.

Vision:

At Total Wealth Management we believe that lifestyle goals and objectives are 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 achieve your lifestyle goals and objectives.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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