why choose us
Simple. We want what you want. We want to see our clients as happy as possible. This not only means maximising each individual client’s happiness, but using the experience to better help more people achieve the same. As a client of Complete Wealth, not only will YOU be happier, you’ll be adding to our collective experience and knowledge, thus driving other’s happiness too. Just as our other clients will for you.
We have an experienced, highly qualified team of Certified Financial Planners, Chartered Accountants, accredited Self Managed Superannuation experts and specialists in Aged Care with multiple Masters and Bachelor Degrees. We’ve studied at International Business Schools such as Wharton’s and Copenhagen Business School. We’ve met with the top research and brokerage firms on Wall Street and have even walked the trading floor. We are a small business run by our advisers but backed by the research, systems and support of Australia’s largest Financial Planning network.
Ultimately though it’s our clients who make us special. Not only because our clients have achieved genuine results in the real world, they show us every day how to lead better, safer and happier lives.
CEO, Financial Adviser
Financial Adviser, Investment Specialist