Real people, real conversations, quality advice

No obligation, just information

We get to know our clients, and we like what we hear

About Us

Complete Financial Wealth Solutions is a local business based in the heart of the Barossa Valley. We offer quality financial advice and take pride in having real conversations with people. We are relaxed and enjoy meeting with people that want and need our help. Empowering our clients young and old through education is our most valuable resource.

While we are a very professional business, we welcome our customers into a relaxed atmosphere, and we’re delighted that over the years many clients have become our friends.  As a family business, we understand “Mums and Dads” and families, from younger clients to retirees.  As a small enterprise ourselves, we understand the needs of small businesses and professionals.  We pride ourselves on turning this understanding into guiding our clients through the complex world of financial planning and protection.

How We Do It

Quite honestly, at Complete Financial Wealth Solutions, many of our clients become our friends, why? Because we take an interest in what’s important in their lives, we get to know them, and we like what we hear.

Not knowing how to manage cash flow is one of the primary reasons why people don’t seek advice; to make people feel better about this we are open for a chat.

This means no obligation, just information, which means the conversation could be over a coffee or some bubbles depending on the time of day.

One thing is certain, we will do everything we can to place you in a better financial position.

Our Advice

Taking care of your most urgent area of concern:

A reactive approach based on a certain life triggers that require some urgent assistance, this strategy is not usually recommended but we believe limited advice can still place you in a better financial position.

Getting to know your Super

Many of us don’t truly value our superannuation because it is something we don’t get to see or use until we are old, and we don’t like that.

How important is your peace of mind?

When we are young we all think that nothing is going to happen to us, the fact is as we go through life we learn that it can, and bad things do happen when we least expect it.

Being truly holistic is about designing a lifestyle. Our advice encompasses your goals and entire portfolio of assets including business interests

Taking a holistic approach helps you to think and plan ahead; it takes into consideration your most urgent area of concern, but most importantly we look at the bigger picture.

Designing a lifestyle of choice - RECOMMENDED

It’s purely designed around what you want to achieve out of life and whom you would like to protect.

Ready To Get Started?

Meet Our Team

Murray Kaye

Financial Adviser /
Founder

Carolyn Kaye

Client Service /
Office Manager

Stacey Savin

Paraplanner

Address
13 Railway Terrace, Nuriootpa SA 5355

Postal Address
PO BOX 535, Nuriootpa SA 5355

Email admin@cfws.com.au

Phone 08 8562 4112   Fax 08 8562 4655