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About Us

About Us

What People Say?

This initiative totalwealthplan.com is focussed on bringingstrong>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
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List

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

What People say about Total Wealth Planning

Retired Entrepreneur and Public Servant

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.

Director, Principal Financial Planner, Sydney

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.

Senior Banker and Chief Risk Officer

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

Director, Global Financial Services Group

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!

Offered
programs

Discover our comprehensive Total Wealth Planning programs tailored for students, families, and executives. Our holistic approach goes beyond traditional financial management, utilizing the Total Wealth Quadrant (TWQ)™ to help you balance professional success with physical well-being, family relationships, and personal fulfillment.

Total Wealth for Career Planning challenges the traditional approach of focusing solely on financial goals when mapping out your future. Utilizing the Total Wealth Quadrant (TWQ)™, this holistic approach emphasizes the importance of balancing financial success with physical well-being, family needs, and personal relationships. By helping individuals—from students and young professionals to senior executives—identify their personal and family Key Performance Indicators alongside professional ones, Total Wealth Planning ensures that career achievements do not come at the cost of life's other essential values.

Often families do not understand the inherent risks in 'Family Wealth,' focusing primarily on financial assets rather than the 'total needs' of the household. Utilizing the Total Wealth Quadrant (TWQ)™, Total Wealth for Family expands traditional risk profiling to include health, relationships, and 'inner wealth.' By recognizing that life is not solely about financials but also about optimizing our most scarce resource—time—this holistic approach provides a robust, balanced framework for true wealth management.

Often, executives excel at managing businesses and planning for their companies, yet they fail to plan for their own lives and families. It is not uncommon for highly successful professionals to accumulate financial wealth at the severe cost of their health, marriages, or family relationships. Utilizing the Total Wealth Quadrant (TWQ)™, Total Wealth for Executives provides a clear framework and measurable metrics to evaluate and balance all drivers of wealth, helping leaders achieve a comprehensive, well-rounded definition of success that goes far beyond pure financial planning.
About Us

Our People

Our objective is to provide a full range of Total Wealth solutions through a network of highly experienced professionals. Our consultants are located in Washington, London, Sydney, Auckland and Sri Lanka. All our consultants have achieved excellence in their selected areas of specialisation and worked in the USA, UK, Eastern European countries, Russia, Australia, New Zealand and emerging economies, including Sri Lanka.

Our consultants have successfully completed assignments for multi-lateral agencies like the World Bank, International Finance Corporation, European Union, United Nations/International Labour Office and a range of private sector corporations and their pension funds.

We have a well-experienced team of consultants, whose global experience has been leveraged time and again, the world over. They bring a wide range of experience from large corporations like IBM, EDS and ANZ Bank to SMEs in emerging economies. We believe that the current rapidly changing business environment can ill afford to differentiate between the developed and developing countries. Instead we successfully bring the experience gained in one environment to another. Our consultants have undertaken assignments in all continents.

We will select the consultant or the team of consultants after carefully evaluating the Terms of Reference (TOR) for assignments. Total Wealth seminars will be run by experienced professional trainers with the direct involvement of Dr Yahanpath.

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About Us

Our Clients

In line with our policy of client confidentiality we do not provide client or assignment details. Our clients come from various industry sectors and organisations. As consultants and mentors we believe that overall thought leadership is more important than industry sectors in the new business environment because it is information and intelligence that will give us thought leadership, regardless of the industry sectors.

We have consulted in the following areas:

  • Banking, finance and insurance
  • Privatisations
  • Management development and coaching
  • Re-structuring, re-engineering and organisational transformation
  • Pensions funds
  • Corporate strategy
  • Mergers, acquisitions and divestments
  • Wealth management and retirement planning
  • Actuarial studies and valuations
  • Product development and distribution

Our consultants have successfully completed assignments with not only public and private sector organisations but also multi-lateral agencies like the World Bank, Asian Development Bank, International Labour Organisation and our partner organisations.

About Us

Organisations

Our consultants have worked with and consulted a diverse range of public and private sector organisations. We believe that thought leadership is critical for both the public and private sectors. In pension funds consulting, our consultants have successfully completed assignments with both private and public sector funds. With a diverse blend of skills and a passion for thought leadership we have initiated positive change in a wide range of organisations – from a fledgling insurance company to the largest financial institutions. This we achieve though decades of experience with SMEs as well as giants like IBM and EDS. We believe it is the thought leadership that matters not the size of the company or its geographical location.

All-round trust and support.
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Get in Touch

Welcome to Total Wealth Plan, your trusted partner in innovative wealth management and corporate strategy. We invite you to discover how our experienced thought leaders can help you achieve complete personal and organizational prosperity.

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