Financial Planning for Working Professionals.
Helping you gain peace of mind and financial security.
Managing Your Finances Can Be Overwhelming
• Are you concerned that you are not making the most out of your finances?
• Are you contemplating your retirement, but unsure if you're on track to achieve your retirement goals?
• Are you worried that you won't be ready for unforeseen financial difficulties or emergencies?
• Are you unsure as to how your finances align with your life goals and objectives?
• Do you wish you had a more structured financial plan in place?
You Deserve to Feel Confident and In Control of Your Financial Future
Our Expert Advice Has Helped Countless Working Professionals to Achieve Their Financial Goals
We understand your financial challenges and are dedicated to providing you with the necessary tools, knowledge, and personalised solutions to overcome obstacles, achieve your goals, and create a more secure financial future.
Our comprehensive and proven lifestyle financial planning approach is designed to offer you security and fulfilment in the years to come.
VouchedFor has released its Top Rated Financial Advisers Guide for 2023, and we're delighted to announce that our adviser, Joe Parker has qualified as a Top Rated Adviser.
At Totum Financial Planning, we provide personalised lifestyle financial plans and advice to help you shape a secure and prosperous future.
We create comprehensive financial plans tailored to your personal aspirations, empowering you to overcome challenges, seize opportunities, and secure long-term financial security.
With a specific emphasis on lifestyle financial planning, including comprehensive retirement design, we ensure both security and fulfilment in the years to come, helping you navigate the complexities of your financial journey and make informed decisions for a prosperous future.
Our Guarantees
-
Safeguarding your personal and financial information is our top priority. We employ robust security measures to protect your data, adhering to industry best practices and regulatory requirements.
-
We believe that financial planning should be accessible and understandable for everyone. We are committed to simplifying complex financial concepts, breaking them down into clear and concise explanations. We will guide you through the process, addressing any questions or concerns you may have, ensuring that you have a solid understanding of your financial plan.
-
We take pride in our fully independent, unbiased service. With a whole-of-market approach, we can work with any provider to ensure the very best outcome for your needs, which is entirely free from human bias.
-
We deeply value the trust you place in us and are dedicated to upholding the highest standards of professionalism, ethics, and transparency.
-
Your financial well-being is our number one priority. We are your dedicated partner, fully invested in helping you achieve your aspirations. We are committed to your success and will continuously monitor and adjust your plan to ensure it remains on track, guiding you to achieve your desired outcomes.
-
We use the power of technology to vastly enhance your financial planning experience. With the help of our all-encompassing financial planning software, you can see what your financial future may hold, adjust to any changes in your circumstances, and offer a simplified perspective of your plan, ultimately resulting in a feeling of confidence.
-
Our commitment to you extends beyond the initial consultation and plan creation. We are here for you every step of the way, providing ongoing support and guidance throughout your financial journey. We will promptly address your questions, provide regular updates, and make necessary adjustments to your plan as your circumstances evolve.
Transform Your Future With Lifestyle Financial Planning
Lifestyle financial planning is a transformative approach that considers your unique goals, values, and aspirations to create a personalised financial strategy. By aligning your financial decisions with your desired lifestyle outcomes, it empowers you to live a fulfilling life while achieving long-term financial security.
When you choose to work with us, you will gain access to a comprehensive suite of services and benefits designed to transform your financial well-being. Our expertise and personalised approach will provide you with:
• Personalised financial lifestyle planning tailored to your unique goals and aspirations.
• Expert guidance from experienced professionals to make informed financial decisions.
• Customised lifestyle solutions addressing your specific needs and challenges.
• Ongoing support throughout your financial journey.
• Peace of mind knowing you have a solid lifestyle financial plan and a dedicated team working for your financial security.
With our services, you can confidently embrace your financial future, achieve your goals, and build a foundation for long-term success.
Embark on a journey towards clarity, confidence, and control, ensuring a fulfilling future and secure retirement
