Financial consultant · Burnside, Christchurch
What your customers see when they look for you, and where that puts you among 123 Christchurch mortgage brokers.
Financial consultant · Burnside, Christchurch
Total Wealth Limited is a Christchurch-based financial services firm in Burnside offering mortgage, insurance and savings advice alongside financial planning, portfolio management, risk management, KiwiSaver and retirement planning. The firm also handles estate planning and UK Pension Transfers (QROPS). Clients receive clear, practical guidance aimed at helping them buy property, grow investments and protect their family.
Total Wealth Limited is a financial services firm located in Burnside, Christchurch. It provides mortgage, insurance and savings advice and positions itself as a provider of financial planning and investment services for local residents and property buyers.
Services include financial planning, portfolio management and risk management, plus KiwiSaver and retirement planning. The firm also offers estate planning and UK Pension Transfers (QROPS). Mortgage and insurance advice sit alongside guidance for clients purchasing their first home or building long-term wealth.
The website describes the approach as clear, practical financial advice to help customers buy property, grow investments, protect family and plan for retirement. Clients can expect guidance on KiwiSaver reviews and retirement readiness, with emphasis on confident decision-making at different life stages.
Locally, Total Wealth Limited is notable for combining mortgage and insurance advice with broader financial planning services in Burnside. The inclusion of UK Pension Transfers (QROPS) and estate planning extends its offering for clients with international pension considerations. The practice aims to serve a range of needs from first-home buyers to those focused on retirement planning and wealth growth within the Christchurch area.
For all your financial requirements including Financial Planning, portfolio management, risk management, KiwiSaver and retirement planning, estate planning and UK Pension Transfers (QROPS).
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