Growing your wealth doesn't have to be a guessing game.
With over 30 years of experience helping Queensland families build and protect their wealth, we take a patient, disciplined approach to investing that focuses on getting the big decisions right.
Whether you're starting your wealth-building journey or looking to grow what you've already accumulated, we're here to guide you through every step with the expertise that comes from three decades of managing money through all market conditions.
How We Work Together
-
Understanding Your Goals
Every investment strategy starts with understanding what you're trying to achieve. Whether it's saving for a home, building wealth for retirement, or creating passive income, we take time to understand your timeline and objectives.
-
Building Your Investment Framework
We believe successful investing is about getting the big decisions right – making sure you're invested in the right asset classes and that you capture the returns each asset class provides. We don't speculate with your money.
-
Constructing Your Portfolio
At Total Advice Partners, we tailor individual solutions for every client because every person's situation is different. However, every tailored solution is built on our solid investment framework and core beliefs about long-term wealth creation.
-
Ongoing Partnership
Markets change, life circumstances evolve, and opportunities arise. We stay connected with you to ensure your investment strategy continues to work towards your goals, making adjustments when needed.
Making the Most of Your Investment Opportunities
Building wealth effectively requires understanding how different investment vehicles work together. We help you navigate:
- Choosing the right mix of asset classes for your situation
- Tax-effective investment structures that keep more money working for you
- Understanding when and how to make changes to your portfolio
- Building wealth inside and outside of superannuation
- Creating multiple income streams for financial security
- Protecting your wealth from market volatility while still achieving growth
Our approach is grounded in proven investment principles, not market speculation or get-rich-quick schemes.
Areas We Can Help With
Portfolio Construction
Building diversified investment portfolios that align with your goals, risk tolerance, and timeline, using quality investment managers and asset consultants we trust.
Asset Allocation
Determining the right mix of growth and defensive assets to help you achieve your objectives while managing risk appropriately.
Tax-Effective Investing
Structuring your investments to minimise tax and maximise your after-tax returns, including understanding franking credits and capital gains strategies.
Superannuation Investment
Making the most of your super as an investment vehicle, including investment choice within your fund and self-managed super fund strategies.
Income Generation
Creating sustainable income streams from your investments to support your lifestyle goals, whether that's supplementing your salary or funding retirement.
Wealth Protection
Implementing strategies to protect your growing wealth from market volatility, inflation, and other risks that could derail your financial progress.
Regular Reviews
Monitoring your portfolio performance and making adjustments as markets change and your circumstances evolve.
Why People Choose to Work with Us
-
Investment Expertise
A major part of what we do is investing our clients' money. We constantly research and evaluate investment options to improve our process and ensure we're using solid, trusted, and respected investment managers.
-
Long-term Focus
We believe in patient investing and getting the big decisions right. We don't chase market trends or try to time the market – we focus on building wealth over time through disciplined strategies.
-
Tailored Solutions
Every client receives an individual investment solution because every client is different and has particular investment needs. We don't believe in cookie-cutter approaches to wealth creation.
-
Clear Communication
We believe you should understand your investment strategy completely. We explain our approach in straightforward terms and help you understand why we recommend what we do.
Ready to Start Building Your Wealth?
If you're ready to take a more strategic approach to building your wealth, we'd be happy to discuss your options. Whether you're just starting out or looking to improve your existing investment strategy, we're here to help.