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Financial Planning with a Difference

It's your life, live it!

Bongos

We walk to the beat of your drum

It's all about you

We help you transform your life into the one that you desire. We work with you to achieve your goals both financial and lifestyle over both the short and long term.

Total Portfolio Management is a privately owned and operated financial planning firm.

 

Our Services

Your life is dynamic, your circumstances change, your goals change and as such over time your financial plan will also need to change. We stand with you over time and help you progress towards your goals.

Featured Service - Aged Care

Working with you to simplify placement into Aged Care

When a relative reaches the stage of needing to enter aged care it can be a very emotional time for them and the family. Quite often the decision to enter care needs to be made quickly and also requires many other decisions to be made.

We aim to help take the complexity out the decisions needed, to make the transition as smooth as possible.

Two of the biggest decisions usually revolve around the payment of the fees and what to do with the family home. The outcome of these decisions can have a major impact on Centrelink payments and whether or not the family home will be retained or sold. If you need immediate assistance making these financial decisions please contact us on (07) 3018 0587.

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