CLIENT TESTIMONIALS

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 kids’ and grandkids’ futures.

Entering into semi-retirement, I had quality assets, but required strategic direction given the complexities of my property and business investments. My accountant recommended and worked closely with Matt to ensure expert advice without guesswork or assumptions.

Advice was also given as to further investments which have been very safe and satisfactory in these difficult times. Great attention to detail and good service has always been evident, and the monthly newsletter is a bonus. It is a pleasure to express my satisfaction with Matt’s team.

I appreciate the time you take to educate me in financial matters, as well as the update on the portfolio.

I’m sure I mentioned before that I’ve only been “in the market” since 2006, as I was in a defined benefit super prior to that. So, it’s been a steep learning curve for me – during a very turbulent period.

You have been a “rock” in the support you’ve shown Dianne & myself.

This morning is the first time I’ve been able to read this Oliver’s Insight & as usual he’s a “sobering” & realistic observer.

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)

Dr Ben Neilson was fantastic in helping us with our estate planning, superannuation and putting the right things in place to help set our kids up for the future.

He is extremely knowledgeable, professional and genuinely cares about getting the best outcome for his clients. Just as importantly, he’s an all-round good bloke who is approachable, easy to deal with and takes the time to explain things clearly without making them complicated.

We’ve come away feeling confident that we’re on the right track and that our family’s future is in good hands. Thanks Ben — we really appreciate everything you’ve done for us. Highly recommended!

As a lawyer, I have the opportunity to observe the work of many professionals in adjacent fields, and my standards for referrals are exceptionally high. Without reservation, I can say that Calvin Combs and the entire team at Complete Wealth are in a league of their own. They have great leaders in the two Matts.

I have seen their work firsthand, and their level of diligence, technical expertise, and genuine client care is outstanding. What sets them apart is their truly holistic approach. They don't just look at one piece of the puzzle; they meticulously analyze how investment strategies, retirement planning, superannuation, and complex estate planning must all integrate seamlessly.

From a legal standpoint, this integration is absolutely critical, and it's where I've seen Calvin's work shine. He and the team are incredibly thorough, proactive, and ensure every "i" is dotted and "t" is crossed, protecting the client's long-term financial security and legacy.

Calvin Combs is a standout professional who operates with clear communication and absolute integrity. I trust their advice implicitly and confidently refer clients, knowing they will receive the highest possible standard of care. Five stars, easily.

Highly professional and completely trustworthy, Gary inspires confidence with his calm clear approach to problem solving.

An outstanding team

Small helpful and friendly.