“I have been involved with Complete Financial Balance professionally and personally for the last 10 years. They practice what they preach in providing an individual and personalised approach to understanding a client’s needs rather than just your usual ‘sales’ approach to get you signed up, secure a trailer from a product sold, with very little contact afterwards.”
They ensure they are maintaining the relationship so that your cover and advice remains relevant despite changing circumstances as happen; be it changes to business circumstances or your personal situation. CFB also have proven to be creative and flexible in my professional dealings in finding solutions for clients.
This year I have had the misfortune of personally having to test out the strength of the trauma cover CFB had recommended and I could not have been better covered. CFB also managed the claims process from A to Z making the process as seamless as possible.
They also have the added benefit of their professional relationship with Ian Bradford and Complete Finance & Property who provide superior mortgage brokering and financing solutions.
I have no hesitations in recommending CFB’s services to anyone seeking financial planning advice, insurance cover solutions and any Super assistance or any of their associated services.”