We’ve been looking after clients now for over 30 years.
Our Founder Murray Kaye has always cared about people, and decided that the best way that he could make a difference in people’s lives was to help them plan for and protect their future. In 1987 he established his financial planning and protection business, Murray Kaye Financial Services, in Adelaide.
In 1995, Murray decided that it was time for a tree (or vine) change, and he moved the family and his financial planning practice to the Barossa Valley. We love the balance between country and city life, though our Adelaide clients are still a big part of our practice, we also enjoy the local produce and community the Barossa has to offer!
As the business grew, Murray looked to complement his insurance and superannuation expertise with financial planning, appointing Jeshua Miller who joined the team as an Adviser in 2011. As the business grew around Murray, the business was renamed Complete Financial Wealth Solutions. In 2015 the team expanded its advice capability when Stacey Savin joined the team as a Paraplanner.
The team is rounded out by Practice Manager Carolyn Kaye (business owner and Murray's wife of over 30 years). David Plant was appointed as General Manager and Business Coach in June of 2016 to oversee the practice and assist in its Development, Practice Goals and Compliance.