Client testimonials

Confident

Just a brief note to thank you and the team at Complete Wealth for your work in managing our little super fund. I’m sure we are a bit out of the mainstream with our wishes to invest as ethically as possible, but it is comforting to know we have a manager who not only listens to and acts on our concerns, but is actively interested in the whole issue of sustainability.

Christine and I both enjoy our regular meetings, and although our eyes might glaze over from time to time with the finer detail, we emerge relatively confident that we are doing our best to both maintain our lifestyle and not to destroy our kid’s and grandkid’s future.

SW, NSW

Attention to detail

Entering into semi-retirement, I had quality assets, but required strategic direction given the complexities of my property and business investments. My accountant recommended and worked closely with Matt to ensure expert advice without guesswork or assumptions.

Advice was also given as to further investments which have been very safe and satisfactory in these difficult times. Great attention to detail and good service has always been evident, and the monthly newsletter is a bonus. It is a pleasure to express my satisfaction of Matt’s team.

BK, Moruya

Take the Anxiety Away

I appreciate the time you take to educate me in financial matters, as well as the update on the portfolio.

I’m sure I mentioned before that I’ve only been “in the market” since 2006, as I was in a defined benefit super prior to that. So, it’s been a steep learning curve for me – during a very turbulent period.

You have been a “rock” in the support you’ve shown Diane & myself.

This morning is the first time I’ve been able to read this Oliver’s Insight  & as usual he’s a “sobering” & realistic observer.

I’m a calm & patient character in my own profession, but not at all relaxed about whether we have enough money to maintain a comfortable retirement.  You and Oliver take the anxiety away (well at least I can feel it reducing)

John & Dianne W. - Sydney

ALBURY

02 6042 4000

BOWRAL

02 4861 5992

CANBERRA

02 6181 0400

MELBOURNE

03 8306 1366

NEWSLETTER

Complete Wealth (ABN 53 126 276 131), Rednop Pty Ltd (ABN 23 094 619 673), Advice Systems Pty Ltd & Pratt FT Pty Ltd (ABN 75 416 311 574), Patrick Salinger (ABN 36 338 373 804), (part of The Complete Wealth Group) are authorised representatives and credit representatives of Charter Financial Planning, AFSL and Australian Credit Licensee

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