Prepare for tomorrow, make the most of today

Prepare for tomorrow, make the most of today

Prepare for tomorrow, make the most of today

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Plan for Life
At Complete Financial Providence Group our goal is to support you to live your best life now and in the future through understanding you and providing a range of financial strategies tailored to your needs.
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Begin the journey
Get into your new house,
car or private jet, whatever
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Secure your future
Let us show you how to use your super to grow your wealth over time

Why Get Financial Advice?

Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?

The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.

What we can help you with

Wealth Management

We understand that wealth creation and asset management mean different things to different people. This is why we work with you to create a financial planning strategy that is based upon your needs and objectives.

SMSF Investment Advice

Self-managed super funds (SMSFs) are a way of saving for your retirement. SMSFs are not for everyone. What it gives you is flexibility in the assets you can invest in.

Wealth Preservation

Sometimes when you least expect it, things can go wrong, so it’s a good idea to plan for the unexpected.

Mortgages & Finance

We understand borrowing money to buy the things you love is not something you do everyday and this can be stressful. This is something we do every day for people like yourself, let us take the stress out of funding these purchases with a wide range of lending options.

Effective Debt Management

Is being debt free something you aspire to? If this is you let us help you plan your debt repayment strategy to maximise your cash flow and pay down you debt sooner to enable you to live your best life.

Tax Effective Investment

When it comes to managing your wealth, structure is everything. There are multiple structures your accumulated savings can be held in, super trust, unit trust, discretionary trust, individually (in your own name) and other trust structures.

Purchasing your first (or third) home

Your first (or third) home purchase should be simple, straightforward and pain-free! That’s why working with a great mortgage broker is so worthwhile (ahem, we know a guy if you need help) We will do all the legwork so you can sit back and enjoy the fun IKEA runs.

Personal and asset finance

Boats! Cars! Private Jets! Segways! Whatever it is, we can help you secure the finance to get you where you want to be. Not as sexy, but equally important, we help you consolidate debt. We know, you stopped you listening and started daydreaming as soon as we mentioned “private jets”.

Home loan health check

Did you know you that having the wrong home loan can cost you a lot of money? Like, a lot. Our Home Loan Health Check is there to make sure that your loan is the right one for your life stage. Honestly, it could save you thousands, millions, billions (and billions and billions in Trump voice).

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

Self Managed Super

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

Our Financial Planning Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Step 1
Step 2
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Step 2
Step 3
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Step 3
Step 4
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Step 4
Step 5
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
Step 5

Money journal

Market updates, tips and guidance

We can help you live your best life

now and in the future.

Testimonials

Read what our clients have to say about Complete Financial Providence

What our clients say about us on Google

Aleksander RoncAleksander Ronc
11:13 13 Apr 23
Nick has a great personality. During my transition to retirement life, he and his team gave me the best advice I could get. I highly recommend his professional services.
James KirkJames Kirk
05:05 25 Mar 22
I have been dealing with Austin and his team for many years and can simply say they have been a pleasure to deal with every step of the way.He has always managed our financial affairs in the most professional manner and is wiling to indulge with any questions or requests that we raise. I cannot recommend any more highly – thanks Austin and team for all of your support!
Tim SkoTim Sko
08:41 23 Mar 22
With many of experience, Austin keeps up to date with the latest information and is a great resource for advice on loans and insurance. Easy to trust and I’ve happily trusted Austin with all my family affairs for many years and happily recommend him as a trusted financial planner
Drew StanfordDrew Stanford
04:11 27 Oct 21
Austin and the Team are great to deal with. I’ve used their Financial Planning Services for many years. They’ve always been trustworthy, respectful, honest and thorough. I highly rate and recommend them.
RobRob
01:23 09 Aug 21
I’ve known Nick and his team for a number of years, Nick is highly knowledgeable and incredibly generous with his time.
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Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

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