Total Capital Management

Welcome to Total Capital Management, located at 71 King Street in Newcastle, Australia. As a leading establishment in the finance industry, we are dedicated to providing exceptional financial services and advice to our clients.

At Total Capital Management, we believe in taking a comprehensive approach to managing your portfolio. Our team of experts listens attentively to your needs, engages with you to understand your financial goals, and explores various strategies to make your money work harder for you. We are always up for a challenge and genuinely care about your financial well-being.

Our commitment to excellence is reflected in our corporate culture. We have set a benchmark for financial performance and strive to achieve and maintain it in every aspect of our work. Our interactions with clients and colleagues are guided by a corporate mandate that emphasizes professionalism, integrity, and superior service.

When it comes to financial planning, our qualified financial planners have the training and experience to assist you with a wide range of services. Whether you need help with investment strategies, retirement planning, or estate planning, our team is here to provide personalized solutions tailored to your unique circumstances.

In addition, TCM Accounting specializes in proactive and value-for-money accountancy services for privately-owned businesses and individuals. Our dedicated accountants are committed to helping you navigate the complexities of taxation and financial reporting, ensuring your financial affairs are in order.

We also understand the importance of insurance in protecting your assets and financial well-being. While insurance cannot eliminate the risk of accidents or illnesses, it provides compensation in case of unfortunate events. Our team can guide you in selecting the right insurance policies to suit your needs and mitigate potential risks.

At Total Capital Management, we believe in educating and empowering our clients. Our website offers impactful resources, insightful articles, personal reflections, and ideas to inspire action and help you build wealth. We encourage you to explore these resources and connect with our community, as there is always something more to learn about managing your finances.

Data security is a top priority for us, especially for small businesses that handle customer data. We emphasize rigorous security practices and ensure that our staff is well-versed in all necessary measures to keep your information safe.

Please note that your Adviser may offer services through both Total Capital Management and TCM Accounting. While they may be separate businesses, each is solely responsible for the advice they provide. Fortnum Private Wealth Ltd, our partner, is responsible for the financial planning services and credit activities provided by Total Capital Management.

Total Capital Management and its advisers are proud to be Authorised Representatives of Fortnum Private Wealth Ltd, holding an Australian Financial Services Licence (AFSL) 357 306. We are committed to upholding the highest standards of professionalism and delivering exceptional financial services to our valued clients.

Thank you for considering Total Capital Management as your trusted partner in achieving your financial goals. We look forward to working with you and helping you build a secure and prosperous future.