Total Wealth Limited

Welcome to Total Wealth Limited, a leading establishment in finance and insurance located at Christchurch, Wairakei Road, 568. At Total Wealth, we pride ourselves on offering our clients a comprehensive financial planning service that combines financial and investment planning aligned to meet your life goals.

Our experienced team of professionals is dedicated to providing you with the right advice at the right time to help you achieve your financial goals. We understand that whether it's your first home, second home, forever home, or an investment property, making the right financial decisions is crucial. That's why we are here to assist you every step of the way.

Insurance plays a vital role in protecting the things we love and value. Total Wealth can guide you through the different insurance options available to ensure you have the right coverage for you and your family, rain or shine.

Financial Planning is at the core of what we do. Our comprehensive evaluation of your current and future financial needs will result in a tailored plan to achieve your financial goals. We follow a goal and results-based philosophy, ensuring that we are focused on achieving the outcomes you desire.

Planning for retirement is essential, no matter how far away it may seem. Many retired New Zealanders rely on two main sources of income, and we can help you navigate this process to ensure a secure and comfortable retirement.

Total Wealth can also assist you with the transfer of your overseas pension schemes and designing and implementing group superannuation schemes. We understand the complexities involved in these areas and will provide you with the expertise and support you need.

In addition to our financial planning services, we also emphasize the importance of asset control, ownership, and disposition. This often overlooked component of financial planning is crucial for protecting and maximizing the value of your assets.

At Total Wealth, we are committed to providing you with friendly, personal service and professional advice on all financial matters. We take the time to listen to your needs and design a plan that suits your lifestyle and income.

We are proud supporters of the annual Canterbury Special Children’s Christmas Party, as we believe in giving back to our community and making a positive impact on the lives of others.

Contact Total Wealth Limited today and let us help you achieve your financial goals while providing you with peace of mind and financial security.