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Intro About


Helping you make progress towards your dreams

Money, goals and life
 

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Intro About


Helping you make progress towards your dreams

Money, goals and life
 

Happy money. Happy life.

We’re a young business and a young team.

And we believe financial advice isn’t just about money. It’s about choices.

Not just choices like, “Should I top-up my super, pay extra off my mortgage, or start investing?”

But choices like, “How can I upgrade my home, spend a summer in Europe and keep my business running smoothly and profitably?”

We take our clients on a pretty deep journey to help them identify and grab hold of the things about life that excite them. Then, we help them make progress to get where they want to go.


What does Totem mean?

By definition, a totem is an object that has a special relationship to a person, family, tribe or clan. 

Totem Wealth is a symbol of progress towards what’s important to you.

It's a focal point.

It's supported by relationships. Not just the bond between you and us, but the broader Totem network of both clients and trusted professionals.

It's singular by nature, but has collective power.

It's a community. A tribe.

"We are the sum of all people we have ever met;

you change the tribe and the tribe changes you."

-- Dirk Wittenborn

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“It’s not like going into a bank”.

-- Maria

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“It’s not like going into a bank”.

-- Maria

A different approach to financial planning. 

We say: being wealthy is about so much more than money. 

They say: being wealthy is all about more money.