Your family’s future is our business

Welcome to Complete Financial Planning

Welcome to Complete Financial Planning

Complete Financial Planning is a family owned and run Financial Planning Practice. At Complete Financial Planning, we enjoy helping out clients through their journey of life.

We are a member of the Financial Advice Association Australia and have our own Dealers License. This allows us to use any insurance product or investment platform that best suits the individual client’s goals and objectives. We have clients from all around Western Australia and the eastern states.

 

Clients are contacted at least once a year to review their financial and personal situation to ensure they are on track to continue to reach their goals. We are a fixed fee practice meaning you can choose to have an ongoing relationship whereby we meeting regularly to review your goals and strategies or you can choose to receive one off advice.

 

We value the positive relationship we build with all our clients as this is an integral part of our ongoing service. We are proud of our reputation for giving quality financial planning and advice and service. Our aim is to ensure our clients enjoy a secure future, free of financial concern.

services

RETIREMENT</br> PLANNING
RETIREMENT
PLANNING
PERSONAL</br> INSURANCE
PERSONAL
INSURANCE
SUPERANNUATION</br> AND SMSF
SUPERANNUATION
AND SMSF
BUSINESS RISK</br> INSURANCE
BUSINESS RISK
INSURANCE
Investment WEALTH</br> CREATION
Investment WEALTH
CREATION
AGED CARE AND</br>CENTRELINK ADVICE
AGED CARE AND
CENTRELINK ADVICE

We value the positive relationship we build with all our clients as this is an integral part of our ongoing service. We are proud of our reputation for giving quality financial planning and advice. Our aim is to ensure our clients enjoy a secure future, free of financial concern.

5 STEP PROCESS

5 STEP PROCESS

To ensure you have a quality experience and achieve your overall goals we follow this
5 Step Process.

MEET OUR TEAM

MEET OUR TEAM

As we are a family owned business that provides a personal and professional service we'd like to introduce you to our team.

SERVICES

SERVICES

Becoming wealthy is not a matter of how much you earn, or what you do, it is a matter of managing your money properly.

SMALL BUSINESS

SMALL BUSINESS

With your family's financial security linked to your business, you need to think about what would happen if something happened to you.

Client Reviews

Sandra and I have been customers of Complete Financial Planning for over 20 years and can't express our gratitude enough on how well Kathy and the team have managed our finances. We always look forward to our meetings with Kathy who is so easy to talk to and very informative about how we are trending with our finances and we always leave reassured we are in good hands. We can honestly say we are in a far better position financially since joining Kathy and her team and we never hesitate to encourage prospective clients her way when talking about our journey. Thanks Kathy, we really appreciate the service you provide. Chris and Sandra Lewry

Chris & Sandra

Hello Emma, We have now been under your financial guidance for 3 years or so and all we can say is "thanks heavens”. Your financial advice has been excellent and delivered to us in understandable terms without small print. We can't sing the praises of Michelle and others within CFP high enough. You and your colleagues have always responded quickly and politely to any of our many queries. You have been instrumental in us being able to gain maximum financial benefits in dealing with government agencies or our superannuation funds. We would wholeheartedly recommend CFP to anyone looking for sound and up-to-date financial advice. Kind regards and thanks, Rod and Kaylene Watts

Rod & Kaylene

We consulted Complete Financial Planning about 20 years ago, when trying to work out how to create a secure retirement future for us. At that time, Emma’s father, Colin, gave us some very valuable advice which, fortunately, we followed. We are now living that secure retirement future. We have relied on CFP to look after our investments since that time. It is a great relief for us to be able to trust Complete Financial Planning, competently run now for many years by Emma, to look after our financial affairs, while we devote our time to a range of professional and volunteer organisations. We unreservedly recommend CFP, particularly if you are in your ‘forties’ thinking about what needs to be done to make a comfortable retirement possible. Mark and Fiona Bush

Mark & Fiona

Emma and the team at Complete Financial Planning have set us on a pathway to financial security. We met with Emma over two years ago now after they came highly recommended from an existing client. Emma and the team listened to our needs and aspirations and mapped out a multi-disciplined pathway for our family to work towards maximising our income in retirement and paying off our mortgage well before retirement age. We are still able to do all the things we want to do by learning how to make our money work for us. Emma and the team are fully transparent in all their advice and flexible to work with you as you need it. We highly recommend Emma and her team to anyone seeking to get their finances on-track and creating solid pathways for financial security in retirement and beyond. Nicole & Damian

Nicole & Damian

I have been a client of Complete Financial Planning since its inception firstly with the founder Colin Oliver and now with the very capable, professional and competent Emma Oliver. During this time which has spanned some very challenging financial and economic times I have found that Emma’s knowledge and understanding of the situation to be very reassuring and she is able to use her knowledge of the market and trends to ensure that if any changes need top be made, they are fully explored before hand and agreed to before taking any action. She is backed up by a dedicated team at Complete Financial Planning. I have no hesitation in recommending Emma and the team at Complete Financial Planning to service your needs and look after your future financial requirements. Jenni Clarkson

Jenni

My husband and I have worked with Emma and her team for over 10 years. They have been a pleasure to work with, as we have moved from being a couple to a family, whilst also considering our longer-term needs/wants. Emma and the team are very knowledgeable, caring, responsive, and a pleasure to work with. It brings us a lot of peace of mind knowing we are fully informed and set up with the appropriate insurances etc. that if something should occur, we won’t be worried about our finances. Thank you! Thanks, Sarah

Sarah & Callan

I have been with your company a long time and have wonderful service throughout. Any issues Kathy has always sorted for me. Jim and I are 78 and 77 respectively and Kathy has been a great support. Always looked after us. I would highly recommend Complete Financial Planning to anyone who wants service above and beyond.

Di & Jim Mitchell

Complete Finance were our trusted, friendly and knowledgeable financial advisers for years but in 2018 I found myself suddenly single again and I honestly don't know how I would have coped without Emma and the team since then. Complete Finance have helped with advice over several financial areas, Superannuation and in getting a pension. They are a family-oriented business that understand the real drama's life throws at us and really focus on individuals needs and give support wherever they can. I am forever grateful and thank them whole heartily, for the advice and help I have received from Emma and the team at Complete Financial.

Julie & Colin

news & events

November 2024 Newsletter – Christmas and Office Updates

November 2024 Newsletter Christmas and Office Updates

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January 2024 Newsletter 8 ways to help kids with their money

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