Total Wealth Group is a financial services firm dedicated to helping small business owners plan for a secure and fulfilling retirement. Led by retirement planner Tom Finnegan, the team understands the challenges and aspirations of business owners who have invested heavily in their ventures. With a focus on providing tailored financial advice and strategies, Total Wealth Group aims to ensure that clients have enough savings to enjoy their golden years without financial worries.
Tom Finnegan, a seasoned financial adviser with a Bachelor of Commerce and Advanced Diploma of Financial Planning, leads the charge in guiding clients towards a financially stable retirement. Supported by a team of professionals including office manager Sophie and paraplanner Merryn, Total Wealth Group offers personalized services to address the unique needs of each client. The firm’s philosophy revolves around proactive planning and sound financial management to help small business owners achieve their retirement goals.
With a commitment to empowering clients with the knowledge and tools needed to make informed financial decisions, Total Wealth Group provides insights and expertise to navigate the complexities of retirement planning. By combining financial expertise with a deep understanding of the challenges faced by small business owners, the firm strives to ensure that clients can transition smoothly from the demands of entrepreneurship to a well-deserved retirement filled with relaxation, adventure, and peace of mind.