KEY PEOPLE

Our qualified team at Talem Wealth is guided by a fundamental passion to help you achieve financial freedom. Our collaborative approach and unwavering focus on delivering results with honesty and integrity makes us different from other companies.

We use our diverse skillsets to understand your goals on a deeper level – basically, we care. We are dedicated to your success and strive to achieve results beyond what you thought possible.

Get to know the key people behind the name

Sam Carroll

Managing Director & Financial Adviser

“I partner with clients of all ages, who are committed to getting ahead and building wealth.”

Paul Carroll

Founding Director

“When I started this company back in 1996, I set out to assist people in regular household situations and make significant differences to their ongoing circumstances.”

Rebecca Xentia

Advice & Operations Manager

“A goal without a plan is just a wish. I bridge the gap between goals and outcomes.”

Louis Shing

Adviser Associate

“I always strive to maximise my client’s financial results by thoroughly researching their situations, assessing available options and implementing effective structures and sound strategies.”

Joean Balansag Talem Wealth image

Joean Balansag

Client Services Administrator

“I want to make sure that each and every client’s journey towards their financial goals is smooth sailing. Even the smallest of details are important to me in managing administrative tasks for our clients.”