We believe the key to success in the planning journey is knowing the relationship between us and our clients is more valuable than money. Complete Financial Planning is a small, family owned business that has been in operation since 2002. Directors, Emma Oliver and Kathy Boland, took over running the business when Dad, Colin Oliver, retired. Colin remains an important part of the office, often swi
nging by to update us on his latest golf game. We are members of the Financial Advice Association Australia and have our own Dealer’s License, meaning we are not affiliated with any financial institution. This allows us to recommend the most appropriate investment, superannuation, pension and/or personal insurance product available in the market when addressing all the short- and long-term goals of our clients. We place an immense amount of value on the relationships we have built with all our clients over the years, and see this as a fundamental component of the financial planning journey. Our client group ranges from University graduates, to those spending the kids’ inheritance, to parents who are managing life with teenage kids. We have clients who are tradespeople, doctors, self-employed business owners, clerical workers and farmers, located everywhere from Esperance to Geraldton. Having a small office of only ten members means our clients build a relationship with each one of us, creating a client experience that is casual, friendly, meaningful and reassuring to know that no matter what, someone will always be ready to help.
