Complete Wealth is dedicated to delivering comprehensive financial management and wealth education, empowering clients to lead richer, safer, and happier lives. The company boasts an experienced and highly qualified team, including Certified Financial Planners, Chartered Accountants, accredited Self Managed Superannuation experts, and specialists in Aged Care, holding multiple Masters and Bachelor Degrees. They offer straightforward yet comprehensive plans to ensure clients make informed decisions. At Complete Wealth, the philosophy revolves around maximizing happiness in every aspect. The team focuses on developing user-friendly tools and services to assist individuals in discovering and enhancing their satisfaction. The company provides personal advice that is easy to follow, coupled with regular feedback and reviews to measure progress. Complete Wealth aims to empower people with the knowledge needed to make intelligent choices about their future.
UNIQUE FACTS:
• Guarantees Results Are Right For You.
• Professional Financial Management.
Best Financial Services in Albury
Expert recommended Top 3 Financial Services in Albury, New South Wales. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
COMPLETE WEALTH REVIEWS
Just a brief note to thank you and the team at Complete Wealth for your work in managing our little super fund. I’m sure we are a bit out of the mainstream with our wishes to invest as ethically as possible, but it is comforting to know we have a manager who not only listens to and acts on our concerns, but is actively interested in the whole issue of sustainability.
Christine and I both enjoy our regular meetings, and although our eyes might glaze over from time to time with the finer detail, we emerge relatively confident that we are doing our best to both maintain our lifestyle and not to destroy our kid’s and grandkid’s future.
I’m a calm & patient character in my own profession, but not at all relaxed about whether we have enough money to maintain a comfortable retirement. You and Oliver take the anxiety away (well at least I can feel it reducing).
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Foundry Financial Planning comprehends your unique challenges and strives to assist you in building an achievable plan with the right resources for a secure financial future. Established in 2014 by Bruce in Albury, the business, now known as Foundry Financial Planning, reflects his commitment to prioritizing clients' interests. Bruce leverages his expertise and experience to deliver optimal financial outcomes for both pre-retirees and retirees. Bruce guides you through the entire process with a client-centric approach, ensuring you reach your financial goals. At Foundry Financial Planning, they help uncover your life goals. Combining their expertise and research creates an educated, tailored plan based on your aspirations. Their ongoing management of your plan ensures that reaching your destination becomes highly achievable. They also prioritize educating you about achievable objectives, empowering you to make informed financial decisions.
UNIQUE FACTS:
• Strategic Planning.
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Sat & Sun: Closed
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FOUNDRY FINANCIAL PLANNING REVIEWS
Bruce Haszard of Foundry Financial Planning has been my Financial Planner for a number of years. The service he offers is of the highest standard and is also very professional. The way the Albury office operates is also of the same high standard. I have no hesitation in referring his business to any future clients.
Bruce and Angela have been handling our retirement finances for about eight years. Bruce has always been punctual, easy to talk to and takes time to listen to our needs and explains things through clearly. We do not hesitate to highly recommend Foundry Financial Planning professional services.
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Fiducian Financial Services Pty Ltd is authorized to provide financial planning services, encompassing advice and transactions involving various financial products and services. The primary objective is to assist you in achieving your financial goals and realizing your lifestyle aspirations through high-quality financial advice. Lyndsay Wayenberg is fully qualified, licensed, and authorized to operate under the Fiducian Financial Services AFS license issued by the Australian Securities & Investments Commission (ASIC). The distinctive quality of Fiducian lies in the financial planners' ability to cultivate enduring relationships with customers based on integrity, trust & expertise. Fiducian believes that the key to their success is the capacity to offer clients customized solutions tailored to their financial goals and lifestyle aspirations, a commitment they have maintained for over two decades. Fiducian financial advisers steer clear of a 'one size fits all' approach, avoiding assumptions and shortcuts. Instead, they attentively listen to each client's unique story and craft a personalized financial plan to help them achieve their lifestyle aspirations.
UNIQUE FACTS:
• Initial Complimentary Consultation.
• Manage And Protect Your Wealth.
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Sat & Sun: Closed
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FIDUCIAN FINANCIAL SERVICES REVIEWS
EXCELLENT!!! We are very impressed with Fiducian as a financial company managing our superannuation and looking after our future. Lyndsay Wayenberg is our Planner in Albury and is always there to answer questions and she so attentive to our needs and understands us as retired investors. Highly recommend her and Fiducian as a very secure and reliable company to invest or set up your superannuation with.
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