Complete Financial Wealth Solutions
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 Junior Adviser. The team is rounded out by Practice Manager Carolyn Kaye (business owner and Murrays wife of over 30 years) and Client Services Manager Caitlin Schneider who joined in 2012. 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.
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.
We also have relationships with other professionals which can assist our clients with Accounting, Mortgage Broking/Lending, Share Broking, General Insurance and Legal Advice/Wills.
Services our clients have access to:
• Insurance/Wealth Protection
• Investments and Wealth Creation
• Strategic Advice
• Retirement Planning
• Centrelink Advice
• Estate Planning
• Accounting and Tax Advice
• Mortgage Broking and Lending
• Share Trading
• Wills and Legal Advice
• General Insurance
Contact Complete Financial Wealth Solutions on 08 8562 4112
Complete Financial Wealth Solutions Pty Ltd ABN 88 146 227 894 is a Corporate Authorised Representative No.390742 of Matrix Planning Solutions Limited ABN 45 087 470 200 AFSL No. 238256.