Complete Financial Solutions has been serving the Rockingham community for over 30 years. Proprietor Mark Giles is born and bred from Rockingham and his family have lived in the area for over 50 years. Our Rockingham Financial Planning services are dedicated to a holistic approach that covers areas such as Retirement Planning, Centrelink maximization, Tax Minimization, Superannuation, Investment and Life/Disability Insurances.
Rockingham has become a large commercial gateway for the southern corridor of Western Australia, where many families from different walks of life choose to call it home. For many the choice to live here is based on a choice of lifestyle. We are proud of the fact that a lot of our like minded clients achieve their lifestyle objectives because they have used our services to help plan & navigate towards successful attainment of those lifestyle goals. We always do our best to provide a high standard of financial advice to our clients. We can also help you with your Finance Brokering for mortgages, Wills and Accounting services. In summary, we strive to be a one-stop shop for all your financial needs.
We make a big effort with our clients to truly personalize client interactions; most of our clients have known us for many years. We prefer not to work with one-time clients because we don’t believe it is possible to secure someone’s financial goals with a one off two hour meeting. We focus on long-term client relationships, where the service you receive is more like sharing a journey with us. Your successes are our successes and we take the responsibility bestowed upon us very seriously, that’s why after 30 plus years we are still here!
The team at Complete Financial Solutions Rockingham, is very stable with staff service periods ranging from 6 years to over 25 years, we are in the people business. We understand that our staff and clients are everything and we demonstrate that understanding every day. The team is not only very experienced, but we are also very qualified, with every adviser possessing either an Advanced Diploma or Finance related University Degree. Proprietor Mark Giles holds a CFP qualification (the highest International qualification available in the industry). We believe our culture, experience & qualifications makes us an obvious choice for anyone seeking a professional Financial Adviser.
We have honed our approach over the years and have experienced many successes with our clients. Nothing gives us more pleasure than seeing a client succeed and passing the fruits of that success to the next generation. In fact, we are now starting to work with a number of our clients’ children in Rockingham! We expect to do an even better job for their kids because in most cases we are starting earlier in their lives than when we started with their parents.
We know we don’t need to run a client satisfaction survey with our existing clientele because we keep receiving referrals from them to their children. These referrals speak volumes to us about how our clients feel about the services we provide to them.
We go through a comprehensive advisory process to help you plot your financial future to perfection. Our advice process is robust, designed carefully to provide us with all the information we require to help you achieve your desired financial goals & objectives.
If you are looking for a Financial Adviser in Rockingham, contact us at Complete Financial Solutions and tell us how we can help you. We’ll be happy to answer any questions you may have.
Please click below to open up our Client Testimonial page:
Rockingham Financial Planners, Financial Advisers, Rockingham, Perth Western Australia, 6168