Total Wealth Limited

Big things are happening behind the scenes 👀

You may have noticed two familiar names coming together… now it’s official.

Total Wealth + Friendly Finance are now operating as one under the Total Wealth name.

That means a wider range of expertise across financial planning, mortgages, investments and insurance — all in one place, with the same people you already know and trust.

We’d love you to come with us on the journey and follow our new official page here:
👉 Total Wealth https://www.facebook.com/totalwealth.nz This page will close at the end of May.

We’ve also launched our new website:
👉 www.totalwealth.co.nz

Over the coming weeks, we’ll be sharing more helpful content, updates and insights on the new page — so make sure you’re following along.

Thank you for your support so far. Exciting times ahead.

Having technical difficulties with email and website hopefully sorted soon.

https://www.mpamag.com/nz/news/general/katrina-studholme-on-empowering-families-through-financial-advice/531984?hsmemberId=1460493&tu=6b3bbc35-1c26-4d6c-a06f-35aa8bb5a3c7&utm_campaign=&utm_medium=20250413&_hsenc=p2ANqtz-8JwX_FpFyZYMBMtWcB1p-C-U3Kgf-R5uOlUzeBXcW6JosbWzTQlhYuWBnrLj6zKVZWM-ZyvcZtacPFGCvAS5Rc44W2FsVWFNIi9DCALrndvGCeBQk&_hsmi=356507132&utm_content=6b3bbc35-1c26-4d6c-a06f-35aa8bb5a3c7&utm_source=

Katrina Studholme on empowering families through financial advice Helping families thrive through smarter mortgage guidance

Katrina Studholme invites financial advisers to the Canterbury Communities of Practice meeting on 22 October. This financial adviser community event focuses on elevating your online presence.

Digital marketing specialist, Bruna Keller will workshop the essentials of digital marketing and personal branding and provide basic SEO techniques and practical steps to enhance your online visibility.

Local financial advisers, Cameron Irvine, and Kieran Sutherland will share their experiences in successfully reaching clients through social media.

Learn more and register here: https://financialadvice.nz/event/canterbury-branch-meeting/

This meeting is complimentary for members and $30 + GST for non-members.

Check this out

Total Wealth's NZXWT onboarding story - Good Returns Christchurch-based financial planning and wealth management firm Total Wealth has migrated its business, and associated custody services on to the NZXWT platform.

Merry Christmas and happy holidays from our family to yours..

The tales of hardship in this cost-of-living crisis continue - Financial Advice New Zealand With so many New Zealanders still doing it tough, find out what financial behaviours we all could do better at to avoid financial hardship.