Total Wealth Group

Finance · Australia · 1-10 Employees

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Overview

Headquarters

256 Bridge St, Toowoomba, Queensland, 43...

Phone Number

+61 476761493

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Total Wealth Group

Total Wealth Group is a financial planning service based in Toowoomba, specializing in retirement planning for small business owners. Led by Tom Finnegan, the company aims to help clients prioritize their retirement savings alongside their business investments. They provide personalized advice and support to ensure that business owners can transition smoothly into retirement without financial worries. The firm emphasizes the importance of planning for retirement rather than relying solely on the sale of a business.Explore more
Popular SearchesTotal Wealth Group Pty LtdTotal Wealth GroupSIC Code 62,628NAICS Code 52,523Show more

Total Wealth Group Org Chart

PhoneEmail
KG
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Chief Operating Officer

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TF
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Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Total Wealth Group

<$5M
1-10
Private
-
-
KG
Keith GrayChief Operating Officer
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
JW
Jack WyerFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DM
David McnivenPrincipal and Founder
<$5M
1-10
Private
-
-
DP
David PeroFinancial Advisor & Director
<$5M
1-10
Private
-
2015
PH
Peter HeadingDirector and Senior Financial Planner
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Total Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Total Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Total Wealth Group.

Total Wealth Group Tech Stack

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Frequently Asked Questions Regarding Total Wealth Group

What is Total Wealth Group's official website?
Total Wealth Group's official website is www.totalwealthgroup.com.au
What is Total Wealth Group's Revenue?
Total Wealth Group's revenue is <$5 Million
What is Total Wealth Group's SIC code?
Total Wealth Group's SIC: 62,628
What is Total Wealth Group's NAICS code?
Total Wealth Group's NAICS: 52,523
How many employees does Total Wealth Group have?
Total Wealth Group has 1-10 employees
What industry does Total Wealth Group belong to?
Total Wealth Group is in the industry of: Finance, Securities Trading
What is Total Wealth Group competition?
Total Wealth Group top competitors include: Heading Forward Financial Planning, iChart, Verity Wealth Solutions, Pension Deductions
What technology does Total Wealth Group use?
Some of the popular technologies that Total Wealth Group uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Total Wealth Group?
Total Wealth Group contact info: Phone number: +61 476761493 Website: www.totalwealthgroup.com.au
What does Total Wealth Group do?

Total Wealth Group is a financial planning service based in Toowoomba, specializing in retirement planning for small business owners. Led by Tom Finnegan, the company aims to help clients prioritize their retirement savings alongside their business investments. They provide personalized advice and support to ensure that business owners can transiti... on smoothly into retirement without financial worries. The firm emphasizes the importance of planning for retirement rather than relying solely on the sale of a business.Read More

Is Total Wealth Group a public company?
Total Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Total Wealth Group

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