Complete Wealth

Complete Wealth operates through an ACT-based company and maintains a Canberra office in Deakin along with advisory locations across regional Australia. The firm's philosophy places personal happiness and life decisions at the centre of financial planning. Its Happiness Plan and cash-flow services encourage clients to consider what they want their resources to support before concentrating on individual investments or products.

The practice advises across portfolio investments, superannuation, SMSFs, insurance, retirement, estate matters and related financial strategies. Advisers can collaborate with accountants or solicitors when a question involves tax planning or inheritance structures. It also helps families consider the financial implications of aged care and advises employers about corporate superannuation arrangements. Educational presentations and financial health checks are part of the way Complete Wealth supports clients through different life stages.

The firm's focus is to make financial choices relevant to the life each client wants to live.