It is with great pleasure that we write this testimonial for Complete Financial Planning. It has been some years now that we have been using their services and can say that we are completely satisfied with the information, support and recommendations that we have received. We must acknowledge the tremendous personal service given by our adviser, Kathy, who goes out of her way to treat each client on a very personal and friendly way and yet being so knowledgeable on all the subject matter required of her position. But this support does not come solely from our adviser, but from all the other personnel involved in running the business. If we contact the office, whoever answers knows us personally and gives us the same friendly service. This company started off as a small family based company and still operates as such. We know the staff are treated as family, and that we are made to feel the same way.
It is with the greatest of pleasure that we can highly recommend their services to any prospective client.
Diane and Jim Mitchell
It is a real pleasure to give a testimonial for our Kathy Boland at Complete Financial Planning.
Since Kathy took over our portfolio we have come to know her not only as a trusted Financial Adviser but also as a friend. It has been such fun getting to know her.
On a professional note we have enjoyed courteous service which is always clearly and carefully given. She has explained our choices and possibilities so that we have felt supported and empowered to make wise decisions. We have recommended Complete Financial Planning to our friends and family and will continue to do so.
With our very best wishes,
Brian and Val Loveland
My husband and I have known Colin Oliver as a good friend as well as our Financial Adviser for many years.
We first met Colin when he was a financial adviser with the Westpac Bank, and stayed with him when he Left Westpac, and eventually established Complete Financial Planning.
During that time Emma joined Colin in the business and a few years later eventually took over our portfolio from Colin. Initially with his guidance but for the last few years in her own right as our Financial Adviser.
Emma is a lovely young woman who is extremely competent and very knowledgeable about all aspects of financial planning. She always makes sure we fully understands everything, and discusses all options available to us before any changes are considered. We are kept up to date with any details likely to affect our portfolio, and Emma makes sure we are fully aware of and understand the situation. Emma is a delight to work with and will go out of her way to get any information or facts we need.
We have no hesitation in recommending Emma as a Financial Planner and Adviser and we sincerely hope that she will continue as our adviser and good friend for many more years to come.
John & Nancy Denton
We have known Colin (the Principle founder of Complete Financial Planning) since 1990, where he was a senior financial adviser with a bank.
Colin has trained and shared his knowledge with all his staff including his daughters Emma & Kathy, whom now own and run the business, with their now retired father looking over their shoulders, keeping them in line.
We wish the growing success of Complete Financial Planning all the best into the future.
Murray & Suzanne Zis