Ben Neilson

Complete Wealth Pty Ltd

Platinum

12 Yrs Experience

Bundaberg West, QLD 4670

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Simple. We want what you want. We want to see our clients as happy as possible. This not only means maximising each individual client’s happiness, but using the experience to better help more people achieve the same. As a client of Complete Wealth, not only will YOU be happier, you’ll be adding to our collective experience and knowledge, thus driving other’s happiness too. Just as our other clients will for you.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Complex Investments
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Our fees are set out and explained at the first appointment, they comprise of time taken to complete necessary work required and agreed with you upfront. This way you know what you're paying for and there will be no nasty surprises throughout the advice process.

5.00 August 2024

I’ve briefly spoken with Ben a few times over the years and when we sold our investment property, he was the second person I called.

He managed to reduce my tax bill and allowed me to keep more of the proceeds. I’m very happy that I engaged him.

5.00 August 2024

Ben made the decision to transfer from our previous adviser much easier. He made the advice very easy to understand and made us both feel very comfortable.

5.00 August 2024

We drove up to see Ben and were overwhelmed with his skills, capabilities and speed. The document was released fast and we are very happy with the results - we now know we’re in good hands.

5.00 December 2023

I’m actually excited about retiring now, Ben made it very easy to understand. He gave me some options and we chatted about the best for me. Very glad I made the appointment!

5.00 December 2023

We were a tad worried about the idea of retiring. Ben simplified the process and explained everything to us, his patience made our understanding much easier to position ideas. We’re grateful for his guidance.