Our Story

Total Life is a locally owned and operated advisory business with a team of experienced advisers providing financial advice solutions for generations of New Zealanders.

At Total Life, we create meaningful connections with our clients and our community, ensuring we deliver financial solutions that truly make a difference in people’s lives.

We pride ourselves on placing our clients and our people at the heart of everything we do. Honouring our southern roots with our head office in Southland, we have grown into a nationwide business committed to offering specialised financial advice on Insurance, Investments, KiwiSaver, and Mortgages. With a strong sense of compassion, we aim to empower our clients to achieve their goals with confidence.

We encourage you to reach out for any of your insurance, investment and mortgage needs.

Disclosure

Our advisers are engaged directly by Financial Services South Limited trading as Total Life which holds a financial advice provider license. For our full disclosure statement, visit Total Life Disclosure Statement.

The kind of advice you get matters

When you seek advice, you want to know that you’re receiving it from someone qualified to give it. We ensure quality advice and best practice standards are met through our advisers who continually develop their knowledge and skills.

With a commitment to excellence, our team approach, ability to offer specialist advice, and dedication to quality customer service have been recognised by multiple business and adviser awards.

What to expect

We take the time to sit down with you and talk about your individual needs and goals.

We follow a comprehensive process of advice before developing and recommending the best solutions and products to help you reach your goals and achieve what is most important. By building strong connections, we work closely with you to craft plans tailored to your unique circumstances.

Our regular review service ensures that your plan remains on track to achieve your financial goals as you travel the winding road of your financial life. With compassion and commitment, we adapt our advice as your needs evolve, ensuring continued progress toward your aspirations.

Who do we help?

Total Life provides comprehensive financial solutions to the entire community.  From young individuals and families just beginning their financial journey, to those wishing to grow wealth more aggressively, to those preparing for retirement, and finally, providing solutions for a comfortable retirement—we’re here for everyone.

Whether it’s personal or business advice you require, we provide solutions that will not only maximise the efficiency and benefits of your resources but also protect your wealth to ensure your financial goals are achieved now and into the future. By fostering meaningful connections within our community, we ensure that every individual’s journey is supported with care and expertise.

Our values

Our community

We live here too, and we are proud to be connected in our communities.  Through our commitment to supporting local initiatives, we aim to build stronger, healthier communities for everyone.

Our key sponsorship is the Total Life Kids TRYathlon, held in partnership with the Southland Tri Club.   Every year we get to see hundreds of kids of all levels participating in a great event that lets them participate, achieve and above all – have fun! In 2021, we celebrated 21 years of supporting the Total Life Kids TRYathlon.  Follow us on Facebook and Instagram for updates.

Historically, our participation in the AMP Scholarship programme, allowed us to help southerners achieve their dreams.  Recipients of our scholarship include Corbin Strong (Track and Road Cycling), Trent Anderson (Mountain Safety), Tracy Morris (Child Cancer packs), Tania Clarke (Food Parcels), and Tom Scully (Track Cycling).   

In addition to this, we help a number of local organisations such as golf clubs, football clubs and charity events.  By investing in our community, we strengthen the connections that make us proud to call New Zealand home.

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