Planning your financial future in an uncertain and ever-changing world is complex and can be overwhelming.
We are here to help.
Financial planning and investing are personal.
Our aim is to help you identify your personal financial needs and develop an investment plan that matches your particular long-term financial and lifestyle goals. Our commitment is to provide advice that is personalised, independent, and suitable to your circumstances.
We will help you understand the basics of investing and why we recommend certain investments and investment strategies as you work towards your goals. And, along the way we will make pursuing your financial goals easier, more understandable and ensure you are comfortable with your investments in all types of markets.
Our points of difference:
- We always place our client's interests first.
- We don’t charge for initial meetings. An initial meeting is the best way for us to get to know one another, allows us to explain how we work and understand how we might help. By the end of your initial meeting, we'll each have a clear idea of how we might help – and, if we don't believe we can add value, we'll refer you to somebody who can.
- We explain and disclose all fees.
- We don't accept commissions.
- We don’t share in brokerage payments for listed shares and bonds. That means that Totara Wealth clients get discounted brokerage rates on any listed share or bond transactions.
GET IN TOUCH
If you’d like to organise a meeting please call 03 548 9000 or complete our online form and we’ll call you to arrange a time.
GOT A QUESTION?
Find the answer to our most frequently asked questions.