We pride ourselves on covering the complete spectrum of Financial Services relevant to Australians today. We’ve been doing this for over 30 years and our team has expert knowledge and experience in each facet of Financial Planning, with different individuals specializing in certain areas. So as a ‘team’ Complete Financial Solutions can honestly say that we can help you to create a cohesive, efficient plan that has the various components working together in a complimentary fashion to ensure all bases are covered whilst also meeting your personal financial goals and objectives.
We are passionate about this point of difference that separates us from many of our competitors. Not only does the client benefit from a consolidated efficient approach but we too benefit from having a deeper more meaningful professional relationship with each client. Now that we are in our fourth decade we can truly see that our approach works very well. We can take significant credit for many of our clients financial and lifestyle successes and today we are beginning the process with many of our clients’ children. If there was a single thing that keeps us excited about coming to work, then it would be that, seeing the difference we have made to our clients life and now seeing the legacy of that flow through to the next generation.
A comprehensive list of what we do is as follows;
- Income Protection
- Retirement Planning
- Property Investment
- Business Planning
- Effective Taxation Strategies
- Loan and Mortgage Brokering Services
- Life and Disability Insurance
- Investment Advice
- Estate Planning
- Financial Planning
- Social Security / Centrelink
- Salary Sacrifice
- Negative Gearing