Elevating Your Wealth, Fulfilling Your Vision
At Ark Total Wealth, we strive to understand not just your financial goals, but the deeper motivations behind them. By exploring what truly matters to you, we can better align our strategies with your personal values and life ambitions.
Our educational approach to financial advice empowers you with the knowledge to make informed decisions, ensuring that together, we elevate your wealth and fulfill your unique vision for the future.
Who We Service
Individuals and Families
Whether you're just beginning your financial journey, actively building equity, or planning for a comfortable retirement, our services are tailored to meet your specific needs. We understand that individuals and families have varying financial goals, and our team is committed to providing expert advice and comprehensive strategies to help you navigate every stage of your financial life.
Investors
For those passionate about growing their wealth, we offer more than just investment advice. We strive to understand the motivations behind your investment goals. Our independence allows us to provide unbiased recommendations across shares, managed funds, direct property, and cash flow strategies. We align these opportunities with your personal vision, ensuring your investments reflect your values and aspirations.
Business Owners
Ark Total Wealth recognises the intricacies of managing business finances. Our financial planning services extend to business owners, offering specialised assistance in business planning, tax structuring, and risk insurances—both personal and business-related. We strive to optimise your financial landscape, ensuring that your business thrives while safeguarding your personal wealth.
Retirees and Pre-Retirees
Retirement planning is about more than just financial security—it's about realizing the life you've always envisioned. We explore your deepest aspirations for this next chapter, whether it's travel, family time, or pursuing passions. Our expertise in superannuation, SMSFs, and retirement planning is focused on turning these dreams into reality, ensuring your financial strategy aligns with your ideal retirement lifestyle.
Professionals and Executives
For professionals and executives, financial planning goes hand-in-hand with career ambitions. We dive deep to understand your professional goals and personal aspirations. Our sophisticated financial strategies, including cash flow management and financing solutions, are designed not just to maximize your wealth, but to support your journey towards both professional success and personal fulfillment.
Our Services
Elevating Your Wealth, Fulfilling Your Vision
We offer expert advice on a range of wealth solutions designed to elevate your existing assets and fulfill your future ambitions. By delving deeper into your motivations and long-term goals, we tailor our services to align with your unique financial journey, empowering you to make informed decisions that support your vision for the future
Strategic Advice
Our strategic financial planning services align your finances with your vision. We craft personalised strategies that leverage your current position and fulfill your future ambitions, guiding you towards financial success with innovative approaches that elevate your wealth
Superannuation
Secure your future with our Superannuation services. Ark Total Wealth specialises in optimising superannuation plans to maximise returns and ensure a financially secure retirement. Whether you're just starting or planning for retirement, our tailored superannuation strategies aim to make the most of your financial resources, providing peace of mind for your golden years.
Invest
At Ark Total Wealth, we offer expert guidance on diverse investment opportunities, including shares, managed funds, property, and cash flow strategies. By understanding your deeper motivations and financial goals, we provide tailored recommendations that align with your values, risk tolerance, and long-term vision, ensuring your investment strategy truly reflects your unique financial journey.
Protect
Empower your financial security with our comprehensive protection services. At Ark Total Wealth, we understand that safeguarding your future is crucial to fulfilling your vision. Our tailored risk management solutions cover personal and business insurances, aligning with your unique needs and aspirations. Let our advisors provide strategic guidance on protecting what matters most, ensuring you're well-prepared for life's uncertainties while pursuing your financial goals.
Retirement Planning
Empower your golden years with our expert retirement planning services in Sydney. At Ark Total Wealth, we go beyond basic planning, delving into your unique aspirations to craft a retirement strategy that truly fulfills your vision.
Our financial advisors take a holistic approach, optimising your superannuation, investments, and risk management. Let us guide you in making informed decisions, aligning your financial resources with your retirement dreams and ensuring you approach this new chapter with confidence and clarity.
CFO
For businesses and individuals seeking sophisticated financial management, our CFO services provide the expertise needed to optimize financial decision-making. Ark Total Wealth acts as your virtual CFO, offering insights into cash flow management, business planning, and tax structuring. Elevate your financial strategy with our CFO services, designed for comprehensive financial oversight and success.
Privately Owned
At Ark Total Wealth, our self-licensed and privately owned status ensures your best interests always come first. Our Sydney-based team crafts tailored wealth creation strategies free from external influences, focusing solely on your unique financial goals and aspirations. Experience the difference of truly personalised financial advice, where your vision drives every recommendation we make.
Our mission
At Ark Total Wealth, we empower clients to achieve their unique financial visions. Our mission is to provide personalised, strategic financial advice that understands your motivations and guides you towards fulfilling your ambitions with confidence.
Testimonials
My husband and I have been clients of Brandon Elliott since 2019. He has helped us with our savings goals as we approach retirement, our insurance options and investment opportunities. He is always professional, very prompt in actioning our requests and available to discuss our needs at all times. Brandon's knowledge is exceptional and he has the ability to explain things in a clear and straightforward way so we always feel supported and informed. Above all we trust the advice Brandon gives us and highly recommend him.
Debbie & Paul P
Chris and the team at Ark Total Wealth have established amongst Australia's best and most respected financial planning practices: strong capabilities across all asset classes, deep expertise in portfolio management, subject matter experts in estate and tax planning and, most important of all, a strong culture of listening to and delivering strategies which deliver on client's needs and goals.
Charles W
I have been extremely Happy with Ark Total Wealth, in particular Brandon Elliott. It is really refreshing to work with a financial adviser who is truly interested in their client's needs and circumstances. Mine were quite complex. What has really impressed me was the way they took the time to explain and walk me through my portfolio and always happy to have a chat. Their professional, ethical and kind demeanor elicits my trust and respect and I gladly recommend their services whenever possible.
Rachel T
Chris has provided financial advice to me and my family for many years. I appreciate Chris's financial knowledge and expertise and value his professionalism. I fully trust his balanced and sounds advice and have no hesitation in recommending him.
Lee-May
Brandon and the Ark team have been managing my families' assets and providing financial advice for well over 10 years now. They are always easy to work with, always super responsive and have really helped my entire family (siblings and parents included) navigate us through what has been a historically challenging financial climate. In fact, they have been so invaluable throughout this period that we now have moved our tax needs, and SMSF management under the team as well. One thing that really sticks in my mind is the personal/family advice Brandon has been providing my aging father, who has really taken him on as a trusted advisor. Something so rare these days when so many people out there continually try to take advantage of the vulnerable. Thanks guys, you definitely have loyal customers for life in me an my family.
Stephane N
We met Chris after he merged with PWP's practice, of which we were clients in 2016. We've been with Ark ever since. They have been instrumental in helping structure and managing our investment strategies for years now and are very responsive to any queries we may raise. All up we'd definitely recommend them
