About Us

Total Portfolio Management Pty Ltd is a privately owned and operated company which was established in 1998 and operates under its own Australian Financial Services Licence and Australian Credit Licence.

We provide clients with comprehensive financial advice, all strategies are tailored to the individual client’s needs and objectives. Advice is offered over a wide range of areas.

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Financial Planning with a Difference

It's always about you

We empower people to achieve their true goals, by helping them define their goals and putting in place a strategic plan to achieve them. The strategic plan takes into account the your goals, current and future financial position. We can assist in all areas of financial planning including, cashflow management, investing, superannuation and personal insurance.