Many people tend to think that financial advisers are just boring old accountants who bang on about retirement. Talem Wealth is different.
We are a boutique advisory firm that cuts through generation-based clichés to help you achieve financial well-being. No matter your age, income or stage of life – we empower you to make informed choices about your money.
Let’s face it. Few words have the power to incite emotions like ‘money’ does. But, if money talks, then why don’t we talk about it? This reticence is a problem. We need to acknowledge our money to understand how to best manage it.
Talem Wealth gets it and your financial freedom is at the centre of everything we do. It’s never too soon to make a plan that creates the life you want for you and your loved ones.
“Sam is basically a one-stop shop for anything financial. I’ll just pick up the phone and give him a call if I have any questions. They’re great – they are a very down-to-earth bunch and always genuinely willing to help.”
Jesse
“We all have ambitions and goals that we would like to achieve for ourselves and our families. However, few of us have the necessary knowledge, skills, or simply the time to produce and implement a financial plan that will enable us to realise these goals. Talem Wealth has given me the help to plan our future and the confidence to take control of ‘the plan’ and to adapt and change it as circumstances dictate whilst maintaining focus on what we set out to achieve.”
Hugh and Felicity
“We had no idea which way to go until some friends told us about Talem Wealth. We met with Paul who showed us how we could become financially independent in our retirement and maintain a lifestyle.”
Chris and Neal
“We have always found the staff at Talem Wealth to be warm, honest, approachable and friendly. When you are dealing with money, you need to trust your Financial Advisers and, we do.”
Mike and Kelly
“Talem Wealth are very approachable and have made us feel very comfortable with a major decision. They clearly outlined the options available to us and ensured our investment plan was suited to what we wanted.”
Paul and Sue
“We have referred many people to Talem Wealth because we know it works. The opportunity to achieve a fantastic lifestyle and plan for the future with excellent financial advice is a must. If you are happy to go in for the long haul and listen to the advisers and follow their advice you can only be successful. They are interested in their clients as people.”
Kate and John
‘The sooner you start planning, the better off you will be and we can see for ourselves how well it works. This is the sort of information we need to share with others.’
J and S
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