About Us
Redefining Wealth. Challenging thinking. Changing lives.
Totality Wealth bringing peace of mind and clarity.
Our Values
Excellence
We strive to raise the bar. Our meticulous attention to detail and focus on critical non-essentials helps deliver positive outcomes for our clients.
Collaboration
Together we achieve more. We care about the interests of our people, clients and partners. We take time to really listen and understand creating powerful emotional connections. We demonstrate respect and honesty in all our dealings.
Trust
We keep our promises. When we say we will do something, we do it, we don’t let people down. If we do make mistakes, we will be the first to acknowledge and put things right. We are responsible and accountable for every task we undertake. We execute brilliantly and deliver always.
PROTECTION
RETIREMENT PLANNING
TAX PLANNING
WEALTH MANAGEMENT
ESTATE & LEGACY PLANNING
LONG TERM CARE
“We limit our service to those to whom we can truly add value. We develop lifetime meaningful relationships.”
Sarah Grimley, Director
OUR PROCESS
We work in collaboration with your network of professionals including your accountant and solicitor to ensure that we look at your life in totality. We believe in providing you with clear, concise solutions and achieve this by following a simple three stage process.
EXPLORE ›
We listen. We ask lots of questions. We challenge your thinking.
This first step allows us to truly get to know you and to make sure we can add value. It isn’t just about the money. The one thing money can’t buy is meaning. We listen to understand your goals, your dreams, your challenges, your aspirations, where you are now and where you want to be.
CREATE ›
Looking at your life in its totality, we build your plan creating a visual road map of where you are in your financial journey and what it will take to achieve your goals. Getting you financially well organised. Simplifying your life. Delivering a successful investment experience.
EVOLVE ›
Life throws you curveballs and things change all the time, whether it’s tax, legislation, economic environments or a life event. We are with you throughout to rethink and adapt your plan. Always maintaining discipline.
DIRECTOR
Bhavika Patel
CHARTERED FINANCIAL PLANNER
- Bhavika is an economics graduate & holds both the Chartered and Certified Financial Planner designations.
- She has worked in Financial planning for over 15 years much of this time as a Financial planner.
- She has a true passion for helping clients understand their relationship with money and opening up a world of possibilities for their future and helping them live their best life.
- Bhavika is married and has a daughter. She loves spending time with her loved ones, traveling & reading.
DIRECTOR
Sarah Grimley
FINANCIAL PLANNER
- Sarah is a highly effective Financial Planner with over 20 years’ experience in Financial Services, 14 of them with boutique firm Index Wealth Management.
- Obsessed with delivering excellent client service, Sarah empowers clients to make decisions with clarity, communicates confidently and is a successful problem solver.
- Driven, dedicated, and reliable, Sarah is passionate about getting things done, doing things right and making things simple.
