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Frequently Asked Questions (FAQ's)

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Investment FAQs

Find answers to common queries. If your question isn't covered, feel free to contact us we're happy to assist.

Frequently Asked Questions (FAQ's)

General Information

Answers to common questions about Total Asset Management, our services, and account support.
What is investment and wealth management?
Who can benefit from wealth management?
What are the benefits of professional wealth management?
What is the difference between wealth management and financial planning?
Do I have to pay for an initial consultation?
Are Total Asset Management wealth managers qualified?
Will I always deal with the same wealth management advisor?
Are Total Asset Management independent financial advisors?
What is tax-efficient investing?
What is tax-loss harvesting?
What strategies can be used to reduce the taxes on investments?

INVESTMENT FINDER

Our range of investment solutions.

We understand that each client has unique financial aspirations, which is why we offer a comprehensive range of investments.
Private Equity
Private equity enables investors to access privately held companies with strong growth, innovation, and long-term value potential. Investors benefit from opportunities driven by strategic change, industry disruption, and sustained operational improvement.
Managed funds
Our managed funds take a disciplined approach to growing your wealth. We combine customised investment strategies with expert oversight. Each fund is structured to balance opportunity and risk, giving access to diverse markets while focusing on long-term value.
Fixed Income & Bonds
We create tailored fixed-income portfolios that prioritise stability, steady returns, and prudent risk management. By choosing quality bonds and other fixed-income investments from a range of issuers and markets, we work to protect your capital and provide consistent income.
Mutual Funds & ETFs
We select top mutual and exchange-traded funds (ETFs) with strong growth potential to provide diversified global exposure. This helps investors access quality opportunities while maintaining portfolio balance and transparency.
Digital Assets
We offer expert guidance on cryptocurrency and blockchain investments, helping you capitalise on digital trends and diversify your portfolio. Our informed approach positions your portfolio to benefit from digital opportunities and long-term value.
Stocks & Shares
Experience expert guidance and refined portfolio strategies as we help you build a resilient, diversified equities portfolio. We blend in-depth market research, active management, and disciplined asset selection to reduce risk and pursue outperformance relative to traditional index benchmarks.

Frequently Asked Questions (FAQ's)

Portfolio and Account Management

What are your fees?
What is the minimum to open an account?
I already have existing investments, can you review them?
Can you manage my existing investments?
How do I open an account?
Who decides what investments go in my portfolio?
Can I decide what assets to invest in?
What are your fees and charges for advice?
What are managed funds?
How do managed funds work?

Statistics

Trusted by investors.

9000

CLIENT ACCOUNTS

Rely on us for portfolio support focused on long-term wealth growth.

150

EMPLOYEES

Support clients across markets from our two main office locations.

7 +

BILLION DOLLARS

Managed on behalf of clients over the past decade.

Financial Products

Investments at your disposal.

Managed funds
INVESTMENTS

Managed funds benefiting from the expertise of seasoned investment professionals.
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Fixed Income & Bonds
INVESTMENTS

Prioritize stability and consistent returns with high-quality bonds and fixed income securities.
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Private Equity
INVESTMENTS

High-growth companies tailored for long-term value and strong returns.
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Mutual Funds & ETFs
INVESTMENTS

Diversify your investments with mutual funds and ETFs. Balanced growth and long-term success.
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Stocks & Shares
INVESTMENTS

Unlock the potential of stocks and shares tailored for long-term growth and success.
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Risk Assessment
INVESTMENTS

Risk Assessment informed decisions. Tailored for your risk tolerance and financial goals.
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Digital Assets
INVESTMENTS

Invest in cryptocurrencies and blockchain technologies diversifying your portfolio.
Learn More
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