Who are we and what do we do?

Who are we?

Looking for a Financial Planner?
Total Choice Wealth is a new breed of financial planning business based in Fremantle, WA that believes in delivering clear, credible and committed advice to you. We understand you want to protect your family and put yourself on the right track for the future. We also know that in the past you have not really understood or completely trusted the advice you were getting from other traditional Financial Planners. We offer an open, transparent relationship, making the experience simple and with advice you can trust. We are not tied to any one financial institution so we are able to provide unbiased advice, selecting the most appropriate products from all the major insurers and superannuation companies.  Where practical we will charge a fee for service rather than relying on commissions from investments which can be seen as less transparent.  Total Choice Wealth was founded to provide a holistic finance solution to our existing long standing client base of Total Choice Home Loans clients who wanted assistance with more than just home loans, who trust us and value the service offering we already provide them. We would like to invite you to be part of our family too! Contact us today to start your journey to financial freedom.

LoverleyJubbly Pty Ltd ATF Total Choice Wealth Trust t/a Total Choice Wealth is an Authorised Representative of Elders Financial Planning Pty Ltd ABN 48 007 997 186 AFSL 224645. 27 Currie Street Adelaide SA 5000.

Our Values

Our business culture has always been to put the client first, to ensure the client has a good experience, which will encourage them to refer us on to other clients.  We deliver clear credible and committed advice to you to make sure your future needs are protected and achieved. Our sister business Total Choice Home Loans had many client who wanted to protect their loans, and other advice around Superannuation and investments. We found to really be considered a trusted adviser and to look after these valued clients we needed to provide the wider scope of financial services to clients.   Over time your financial situation will change, and so too the needs and requirements.  We aim to assist you along the journey and hope to stay your preferred provider of expert advice and assistance.

Looking after our clients

Total Choice Wealth uses the same approach as we do for our sister company Total Choice Home Loans.  We take time to understand and document your personal situation and your needs and wants. Then we select from a range of insurance and superannuation institutions, and after researching the best solution create a statement of advice with detailed reasonable basis for recommendations, disclosing all the advantages and disadvantages, fees and costs, plus any fees or commissions we may recieve. We explain this document to you to make sure you understand what you are getting into, and why.