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.”
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.”
Rebecca Xenita
Advice & Operations Manager
“A goal without a plan is just a wish. I bridge the gap between goals and outcomes.”
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.”
Kris Jumalon
Client Services Administrator
“I place a high value on the experience that our clients have in their interactions with us and work hard to deliver timely and accurate outcomes for all administrative tasks.”