Action is
everything
Most decisions are easier than people realise…
….and can be made sooner.
Action is
Our business exists to create financial freedom for aspirational people who already know how to create resources and are now ready to create enduring and carefree wealth.
Our goal with every client who wants to empower themselves is to create a clear plan that takes them from Level Now to Level Freedom, the means to track progress and stick to the gameplan, and make smart decisions en route that bring forward the end game.
This is the simple secret to making it happen sooner that drives us and, frankly makes us want to do it more and more.
It doesn’t stop at the End Game either. Once our clients have achieved their goals and attained financial freedom, our role is to ensure they are able to enjoy the fruits of their labour and the lifestyle they’ve earned without worrying about the risks or challenges of managing wealth in a post-work world.
The truth is what we do and how we do isn’t about any one thing. It’s about a combination of eight commitments we make to a process we believe in.
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Help master the income/lifestyle sweetspot, so today can be as bright as tomorrow.
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Filter information to make decisions easier (because information alone isn’t the solution).
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Getting laser-clear future-focus and motivation to make it happen (you as much as us).
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Create an outcome where life without work is as certain as life with.
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Help clients get it done faster but never require them to give up control or not be involved in decision-making.
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Move as fast as the world does, consistently optimising investments and finding “hidden” opportunites.
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Using insurance to cover what matters and eliminate unneeded excess.
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Get the structure of family, business and personal assets right first time.
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Wealth Under Advice
Our journey
Talem started life as a family business under a different name, in a very different world and a very different industry, but the intention wasn’t far from where we are now.
It was to empower people to retire sooner, without compromise and without sacrificing lifestyle.
21st birthdays are always a milestone.
Ours was no different when we decided to take what we believed about empowerment and make it our identity.
Talem was born with a focus on doing three things better than most.
– Be a financial hub, combining advice that faciliates great decisions with high quality service and professional who know how to make a difference.
– Challenge common wisdom about what can or can’t be done to achieve financial security, and find the ways to have what you want now and plan for the future.
– Work only with those we enjoy working with and can help best.
Since then we’ve experienced, embraced and weathered changes of all kinds. Amongst it all, the decisions we’ve made about the way we work with clients have seen us forge a clear path to where we’re now.
The values we started with are still the beliefs we stand behind, but we’ve evolved with changing times.
In retrospect we were the advice firm of today before we knew what that was.
Today, Talem is part of a fast-growing sector of the industry untainted by many of the issues that other firms are.
As part of Walker Lane, we’re part of an ambitious group of adviser who believe that great advice should exist at grass roots.
What we believe today is as true and it was back in 1996.
We exist to empower our clients to realise it doesn’t have to be a choice between achieving your end game and enjoying the journey as you get there.
You can have both, and we can help you.
Meet the Team
Sam Carroll
Managing Director & Financial Adviser
“I partner with clients of all ages, who are committed to getting ahead and building wealth.”
Sam Carroll
Managing Director & Financial Adviser
“You are never too young or too old to plan for your future, the best time to start the conversation is now.”
Sam Carroll, Managing Director of Talem Wealth, has over 10 years of experience as a Financial Adviser. Sam uses his expertise to help a broad range of clients to advance financially. He thrives on the challenge of partnering with clients at all stages of life to empower them to meet their financial goals. Clients include young professionals, families, business owners, people planning to retire and those who already have.
Sam’s key strengths include working with clients facing complex situations and helping them to simplify their financial arrangements so they can plan and build the right framework for wealth creation.
His qualifications include a Bachelor of Business (Financial Services), an Advanced Diploma of Financial Planning and a Certificate IV Finance & Mortgage Broking.
Timothy Collins
Financial Adviser
“I seek to provide a financial education to clients of all ages, to make the complex simple and give clients control over their situation. I want my clients to be comfortable with their financial decisions and achieve their goals.”
Timothy Collins
Financial Adviser
Tim is a senior financial adviser at Talem Wealth and has been working in the financial planning profession for more than 11 years. As the third generation of financial adviser in his family, Tim has had a unique, life-long education in multiple disciplines within the finance industry.
Having been so immersed in the industry, Tim has developed an ability to take complex financial plans and concepts and explain them in easy to understand terms.
Tim is driven by a commitment to clients that spans generations, and he is passionate about creating a positive impact on clients lives by helping them to build a thriving financial legacy.
Rebecca Xenita
Advice & Operations Manager
“A goal without a plan is just a wish. I bridge the gap between goals and outcomes”.
Rebecca Xenita
Advice & Operations Manager
“I listen to really understand what the desired outcome is. I then develop practical solutions and strategies to bring this vision to life.”
Rebecca Xenita joined Talem Wealth in 2018 and brings a wealth of experience to the team. Rebecca is passionate about finding ways for our advisers to provide high-quality advice to their clients in a way that is timely and efficient and makes a meaningful impact on their lives.
Rebecca worked as a Financial Adviser before moving into the corporate world of financial services. Here she managed advice policy, best practice and adviser training and large-scale projects in advice technology, process efficiency and integration of advice businesses within the retail and industry super sectors.
Rebecca holds a Bachelor of Law, Bachelor of Business, Advanced Diploma of Financial Services and she is a Change Management Registered Practitioner.
Annie Zambales
Client Services Administrator’
“I’m committed to high-quality service that ensures a positive experience. Client satisfaction is my number one priority.”
When I was young, I always wanted to be involved in things that would make a great impact in someone’s life. I just know I’m a step closer to that each day. I’ve always had a passion for helping others and I love the idea of being considered a dependable person. I worked as an Accounting Assistant and Executive Assistant before moving into this world of financial services.
My unique professional experience stems from years of providing excellent customer support, creative problem solving and building customer loyalty. I hold a degree of Bachelor of Science in Management Accounting.
Annie Zambales
Client Services Administrator’
“I’m committed to high-quality service that ensures a positive experience. Client satisfaction is my number one priority.”
When I was young, I always wanted to be involved in things that would make a great impact in someone’s life. I just know I’m a step closer to that each day. I’ve always had a passion for helping others and I love the idea of being considered a dependable person. I worked as an Accounting Assistant and Executive Assistant before moving into this world of financial services.
My unique professional experience stems from years of providing excellent customer support, creative problem solving and building customer loyalty. I hold a degree of Bachelor of Science in Management Accounting.
Laidene Osmeña
Client Services Administrator’
“Every step of the process is also a process. Taking the time to consider the finer details is something I take pride in and being on top of our clients’ administration needs is my daily focus.”
Laidene Osmeña is a Client Services Administrator at Talem Wealth. Since completing her university studies, she been working in the financial services sector in accounting, banking and financial administration roles. Her skill set and experience lends itself to the detailed administration tasks that she undertakes day to day at Talem Wealth, and her positive and friendly nature makes her a pleasure for our clients to deal with.
Laidene holds a Bachelor of Science in Management Accounting.
Laidene Osmeña
Client Services Administrator’
“Every step of the process is also a process. Taking the time to consider the finer details is something I take pride in and being on top of our clients’ administration needs is my daily focus.”
Laidene Osmeña is a Client Services Administrator at Talem Wealth. Since completing her university studies, she been working in the financial services sector in accounting, banking and financial administration roles. Her skill set and experience lends itself to the detailed administration tasks that she undertakes day to day at Talem Wealth, and her positive and friendly nature makes her a pleasure for our clients to deal with.
Laidene holds a Bachelor of Science in Management Accounting.
Contact Info
100 Walker Street
North Sydney, NSW, 2060
Phone: 02 9906 1125
Email: enquiries@talemwealth.com.au
Talem Wealth
ABN 89 074 122 428
Talem Wealth is an Authorised Representative of Walker Lane Pty Ltd.
ABN 706 2619 9826
AFSL #509305