About Us

About Complete Financial Balance

Complete Financial Balance (CFB) was established in 1991 specialising in superannuation and risk management.  Today, CFB offers a comprehensive ‘lifestyle planning approach’ providing flexible and innovative solutions for its business and personal clients.

Complete Financial Balance is a Corporate Authorised Representative (No. 253569) of Aon Wealth Management Limited (ABN 14 003 344 232) who holds an Australian Financial Services Licence (No. 239187) and is a Life Insurance Broker.  The registered address is:

Level 33, 201 Kent St, Sydney NSW 2000.

As part of the Aon Group, one of the largest professional insurance, investment and consulting organisations in the world, we are well placed to deliver a full range of services to meet the growing and increasingly more sophisticated needs of our clients.

Our promise to our clients ensures that ‘lifestyle goals’ are attained by working in partnership with our dedicated team of financial advisers.

 

Our purpose

Commitment to the achievement of your lifestyle goals by providing flexible financial solutions.

Our values

Commitment, openness, trust, teamwork, integrity and innovation.

What we offer our clients

  • Unique client advice
  • Dedicated and responsive service
  • Education and awareness seminars
  • On-line administration services and advice
  • Regular review process
  • Super Fund consolidation
  • On-going client communication and support
  • Positioning our clients to achieve desired lifestyle goals

With our business clients

We strive to:

  • Continue to develop long term relationships with “like minded” professionals
  • Compliment the advice given by these professions with specialist financial planning / wealth creation and risk management advice
  • Enable your clients to experience the holistic approach

To our corporate clients

We offer:

  • A unique differentiated client advice
  • "Drop in" financial business system
  • A dedicated project manager
  • Education and awareness seminars
  • On-line administration services and advice
  • Annual fund review/audit including comparative analysis report
  • On-going member communication and support
  • Positioning of the employer as a major value-adder to the employee

 

Complete Finance and Property

Complete Financial Balance is affiliated with a specialist finance business called ‘Complete Finance and Property’ which can offer complete financial solutions in matters including:

  • Mortgage reduction advice
  • Home loans
  • Investment loans
  • Refinancing
  • Loan restructuring
  • Debt management advice
  • Offset accounts
  • Property management

Please contact Complete Financial Balance for a referral to one of the friendly staff at Complete Finance and Property.

Disclaimer: Complete Finance and Property Group is not licenced under an Aon Wealth Management Licence.