Our services
We help you make smart decisions about your money. We achieve this through a tested and successful process - the creation of your own wealth plan.
The key to an effective wealth plan is to analse and integrate all aspects of your financial situation to ensure they are synchronised and working efficiently towards achieving your goals. At the heart of this is your cashflow and ownership structures.
Our comprehensive range of services can help you create, manage and protect your wealth, no matter what stage of life you’re in. Our services include:
- Wealth accumulation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
- Retirement planning — we can help you reach the lifestyle you aspire to in retirement and can also structure your finances to maximise any Centrelink benefits.
- Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family in the event of death, illness or injury.
- Superannuation — superannuation is a great way to maximise your retirement savings. Complete Wealth can help you make the most of government incentives such as effective taxation treatment.
- Pension and allowance maximisation — we can help you structure your finances to maximise Centrelink benefits.
- Estate planning — working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
- Access to buying and selling shares — shares can play an important part in any wealth accumulation strategy.
- Investment advice, review, implementation and reporting — we can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
- Redundancy advice — if you’re about to receive a payout (or already have received one), we can help you maximise the tax-effectiveness of your payout and prepare for your next job.
We also offer mortgage broking, commercial financing and leasing services. We can facilitate the purchase of direct equities through a number of reputable stockbrokers.