Take worrying about retirement off your to-do list, it’d be our pleasure to add it onto ours.
Business owner. Problem solver. Printer un-jammer. Spreadsheet wrangler. Hirer. Firer. Parent-to-teenagers survivor.
That's the life of a small business owner. Long days and even longer nights.
Wearing a hundred and one hats. Putting everything you've got (and a little of your sanity) into building something you're proud of — a business and a family.
And you know what?
I'm right there with you.
Plant a flag on your retirement hill (it's all yours to claim). Let me help you build your retirement kitty separate from your business.
My husband and I always feel good leaving Tom’s office after our discussions about our finances, insurance, super etc and am confident in our future. Tom is great in putting it into terms we both understand.
My role with my employer was recently made redundant and Tom was recommended to me via my Accountant. Both my wife and I met with Tom and he went through the strategies to assist us move forward and we felt comfortable with his advice and suggestions to allow us to move forward and plan for transitioning to retirement in due course
Thomas has given me realistic advivce on how to set up annuity, assisted in preparation for my pension which I submitted in December without any hassles. Appreciated his sincere approach to my financial questions.
Tom has given us advice to help us with our future. Retirement does not seem like an impossible dream anymore. He explained everything in the language that we both understood and no question was a problem. He is always a phone call away.
We have been clients of Tom for some years now and have always been very impressed with the soundness of his advice, but also the way his understanding of us and our individual circumstances has underpinned his advice. The truly wonderful thing is that we can relax in the confident knowledge that we are on the right track. We have recommended Tom to friends and relatives and will continue to do so in the most glowing terms.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2008
- Years of experience 15
- Bachelor of Commerce
Total Wealth Group Pty Ltd256 Bridge St
Newtown, QLD 4350
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Millennium3 Financial Services Pty Ltd