They Say

Plan to be richer.

We Say

Learn to live a richer life.

A different approach to financial planning.

What’s Different?

Getting advice for your financial world isn‘t easy - there’s a lot of noise out there.

They Say

Build assets now.

We Say

Live life by your values, not your bank balance.

Most of us want a healthy bank balance, or simply less debt, but have you considered beyond that?

What’s important to you? How do you want your life to feel?

They Say

Financial planning builds wealth.

We Say

We teach you how to use money to create your life. 

Do you live to work or work to live? Every day you get up and work towards something.

Is it a sense of freedom, security or empowerment? 

They Say

Financial planning is about investment, super, insurance and debt products.

We Say

Financial planning isn’t about products, it’s about you. 

We’re not affiliated with corporations, product providers or preset solutions. You deserve options, without any conflicts of interest, hidden agendas or commissions. 

They Say

Happy to help you (and everyone else).

We Say

Less clients means you have our full attention. 

We work closely with you throughout each year, to help you focus on what’s really important. It’s the time we spend together that helps us create your dream outcomes. 

What matters most to you?

When it‘s all said and done, we’ve found that a lot of clients simply want to:

find some space in their lives for their passions. work on something they’re interested in. spend more time with loved ones.

What about you?

Work with us


You’ll become clear about what you want your future to look like.


You’ll learn about what you can be doing to get there.


You’ll get ongoing support, accountability and direction to keep you on track as life changes.


You’ll have confidence about the journey you’re on and the progress you’re making.

Meet Us

James Reynolds

James Reynolds

Co-Founder | Financial Planner

We speak your language, no financial jargon. We help you understand the connection between money, goals and life.

Blake Fitzgerald

Blake Fitzgerald

Co-Founder | Financial Planner

We believe in financial planning for a bigger purpose in life. We’ll help you make progress towards your dreams.


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Let’s Have Coffee

Step one in working together, is having a chat about your situation, our philosophy and the Totem process. Contact us below and we’ll get in touch with you to organise a time and a cafe that suits – coffees are on us.

Contact Us

Totem Wealth Noosa

Phone: 07 5309 3988


Office Address: 28 Eenie Creek Road, Noosa Heads, QLD, 4567, Australia

Mailing Address: PO Box 1154, Noosa Heads QLD 4567

Totem Wealth Brisbane

Phone: 07 3180 3802


Office Address: 86 Brookes Street, Fortitude Valley, QLD, 4006, Australia

Mailing Address: PO Box 180, Fortitude Valley QLD 4006

© 2016 by Totem Wealth Pty Ltd. All rights reserved.