Wealth by creativity

and design...

What People Say?

You are definitely on to something that begins to restore the partial view that most people have when it comes to managing their lives…of which managing money is just a part.

CEO, ex-World Bank Staffer and Investor, Washington

This initiative totalwealthplan.com is focussed on bringing Total Wealth solutions to clients.

Founded by Dr. Shantha P. Yahanpath in Sydney, www.totalwealthplan.com is a management consulting and coaching portal focussing on Total Wealth approach with clients in Australia, New Zealand, USA and South Asia with special focus on Total Wealth. The firm has developed strong strategic alliances with a number of academic institutions and other consultancies to deliver a wide range of business solutions to clients. The approach is based on the Total Wealth Quadrant (TWQ).

We bring over ten decades of collective experience to our clients. Our team is powered by intellect and driven by thought leadership. We provide reliable and innovative advice for national and international firms and governments. Our consultants offer advice and implementation programmes in the following areas:

  • total wealth strategies to derive economic efficiencies through thought leadership
  • CEO and senior management coaching
  • total wealth management strategies
  • change management
  • pension strategies and risk management

What People say about Total Wealth Planning (TWP) and Total Wealth Quadrant (TWQ)™

It’s a great concept. I suspect it could be instrumental in saving a few family break-ups where bread winners are totally absorbed with making money and ignoring the risks in relation to the family and spiritual side of life. How often do you hear where a break up has occurred “I gave them everything money could buy. It’s not enough.

Retired Entrepreneur and Public Servant

It was great. Since last Friday’s workshop life has changed to tell you frankly. Yes, I have realised that it takes so little to invest in what you call Family Wealth. But we often forget that.

Director, Principal Financial Planner, Sydney

We both were very impressed with the concept of Total Wealth and believe it has a large part to play in providing holistic advice to those clients who would appreciate and value the service.

Director, Principal Financial Planner, Sydney

It encapsulates all you have been talking about and I can’t agree more with you. I think you are right – the financial planner will need to become a life coach. He will need to recognise non-monetary deficiencies in client lifestyles and goals. It will take a high level of intuitive and diplomatic skill

Senior Banker and Chief Risk Officer

Yes, we do holistic financial planning but have never done it like this. You have developed a clear framework and metrics. That will take it to the next level. You are not only in the right space but doing a clever thing. Good luck!

Director, Global Financial Services Group