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.
Our fees are set out and explained at the first appointment, they comprise of time taken to complete necessary work required and agreed with you upfront. This way you know what you're paying for and there will be no nasty surprises throughout the advice process.
Ben stayed late to accomodate us. He took the time to explain scenarios to us. He made sure we understood and willingly elaborated each alternative scenario to make us feel heard.
We'd heard the horror stories of bad advice and needed assistance for our upcoming retirement. Made contact with Ben and were pleasantly surprised with his willingness to explain available options to us. We felt included in the exercise and now feel confident that we've made the right decision to proceed. Very happy with the outcome.
Ben rectified some “dodgy” financial advice that we had been given in the past. Took the time to understand the situation and made us feel completely comfortable and in control.
Ben seems to be redesigning the idea of financial advice, he's making it easy, clear and understandable. Financial advice has historically had a terrible reputation, full of trail commissions and slimy salesmen. Ben took his time, made sure I understood and didnt even mention fees until he knew that I was confident. Gave me thoughts for the future and is only too happy to go above and beyond. Highly recommended.
Ben & Colleen are never too busy! They have guided us successfully for years now, they always take the initiative and anticipate our needs. Highly recommended.
- Adviser status Platinum
- Number of reviews 28
- First year providing advice 2012
- Years of experience 11
- Master of Financial Planning
Complete Wealth Pty LtdShop 2, 245 Bourbong St
Bundaberg West, QLD 4670
- 9:00am – 2:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- In person
- Video call
Infocus Securities Australia Pty Ltd