Company Profile
Overview
_Total Capital Management (TCM)_ is a premier financial services firm located in Newcastle, New South Wales, Australia. The firm is dedicated to providing a wide array of financial services integrating financial planning, accounting, insurance, and loan management tailored to both individual clients and businesses. Rooted in a commitment to a holistic financial advisory approach, TCM's mission is to empower clients in achieving their financial aspirations efficiently and effectively.
Services Offered
- Financial Planning: TCM offers in-depth planning services addressing diverse financial needs, from rudimentary budgeting to intricate investment strategies.
- Accounting: Pioneering in cost-effective accounting solutions, TCM serves privately-owned enterprises and individuals.
- Insurance: The firm provides comprehensive risk management and insurance solutions designed to offer clients financial security during adverse situations.
- Mortgages & Loans: Highlighting the strategic use of debt for wealth generation, TCM advises on differentiating and managing "good" versus "bad" debt.
Unique Selling Proposition
At the core of TCM's operations is a commitment to setting the _benchmark for financial performance_ through unwavering service excellence, underpinned by a strong corporate ethos. Their mission extends into all work practices, creating a standard of interaction that promotes client satisfaction and employee engagement.
Key Leadership
- Matthew Tuttle: As Chief Executive Officer and Chief Investment Officer, Matthew reinforces the company's growth and investment strategy execution.
- Natalie Creer: Acting as the Director, Natalie draws from extensive industry experience to drive strategic operation advancements.
- Craig Leibbrandt: Serving as Director, Craig contributes significant expertise from his 24 years in financial advisory and finance.
Location and Contact
- Office Address: Suite 4/71 King Street, Newcastle NSW 2300, Australia
- Phone Number: +61 2 4926 4844
- Email: clientservices@totalcap.com.au
Recent Developments
TCM is undergoing strategic growth, recently augmenting its team to better serve an expanding client base. The firm prioritizes client education through resources designed to enhance financial literacy and promote successful wealth management.
Competitor Profile
Key Competitors
- Chris Humphrey Private Wealth Management: Based in Brisbane, this firm excels in financial planning services such as wealth management and superannuation advice, with a focus on SMSF administration. Led by Chris Humphrey, the firm functions under Radius Wealth Pty Ltd, emphasizing personalized client engagements.
- Investorplanning Pty Ltd: Operating from Flemington, Victoria, this boutique consultancy offers tailored financial services including risk management and retirement planning. It is distinguished by its client-first approach and long-standing relationships since its establishment in 1991.
- CCA Financial Planners: Headquartered in Docklands, Melbourne, CCA provides a full spectrum of financial advisory services with a stronghold on trust-based client relations since 1989, working predominantly on a fee-based model.
- Concurrence Financial Planning: This Sydney-based firm specializes in strategic financial advisory focusing on investments, insurance, and wealth management. It caters to a varied clientele from young professionals to retirees, maintaining a personalized service approach.
Industry Context
The competitive landscape in which TCM operates is marked by firms that emphasize personalized service, SMSF specialization, and robust client relationships. To differentiate itself, TCM leverages a comprehensive suite of services and bespoke client planning which aligns with individual financial objectives.
Strategic Positioning
To fortify its position, TCM is advised to enhance client engagement through educational initiatives on emerging financial trends, including sustainable investments and financial technology tools. Expanding its digital presence, ensuring fee transparency, and being agile in reactive regulatory and tax policy changes could further bolster its market position. This agility and in-depth advisory might provide TCM the momentum to establish itself as a trusted partner in clients' financial journeys, steering their financial successes into the future.
