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Totara Wealth Management

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Investment Advice
KiwiSaver Advice
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News

Totara Wealth Mgmt
1 August 2017
Company News

Open House - Thursday 31 Aug 2017, 10am-4pm

Totara Wealth Mgmt
1 August 2017
Company News

To celebrate the merger of Richard Harden Investment Services and Financial Strategies Nelson we are having an open day at our new offices.

Totara Wealth Mgmt
1 August 2017
Company News

Introducing Richard Grimes...

Totara Wealth Mgmt
1 August 2017
Company News

Richard comes to Totara Wealth from the BNZ Nelson after 9 years as an investment adviser. “I’m excited to be joining Richard and Meredith as we share common values - the key one being to provide independent advice to clients – combined with client service second to none. That is the foundation of our business”.

Totara Wealth Mgmt
1 August 2017
Company News

Totara Wealth Management takes shape

Totara Wealth Mgmt
1 August 2017
Company News

Meredith Cornelius, of Financial Strategies, and Richard Harden, of Richard Harden Investment Services, have been working together since the start of the year and formally merged their firms on August 1.

Totara Wealth Mgmt
28 July 2017
Company News

Financial Advisers (Non-NZX Brokers – Client Money) Exemption Notice 2017

Totara Wealth Mgmt
28 July 2017
Company News

Aegis Exemption Notice 10 December 2018

Totara Wealth Mgmt
19 July 2017
Economic Update

In New Zealand, the strong business cycle rolls on...

Totara Wealth Mgmt
19 July 2017
Economic Update

Two trends are setting the agenda for asset prices. One is the ongoing global economic expansion: Recent data suggest the outlook has improved a bit further, and equities are likely to continue to benefit. The other, however, is the prospect of less supportive monetary policy...

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