Jun 07, 2023

Nuriootpa-based financial advisory firm Complete Financial Wealth Solutions has joined Calder Wealth Management, one of South Australia’s largest privately owned wealth management businesses.

While the transfer in ownership formally took place on 3 April 2023, it is the culmination of a long-term relationship between the two firms and their owners.

For Complete Financial, recognised in the Barossa Valley for 35 years, the partnership provides a smooth succession plan for owners Murray and Carolyn Kaye, and secures long-term, trusted wealth support for its Barossa Valley client base.

“After more than three decades proudly operating as a self-sufficient, owner operated financial planning practice in the Barossa, major change within our industry and the need for succession has meant the time has come to establish a new future for Complete Financial,” Murray Kaye said.

“We have known CWM for many years, and we have chosen to join with this firm because they have a similar culture to us including a history of strong long-term relationships with their clients.”

For CWM, it is an opportunity to build on the foundations set by the Complete Financial founders, while increasing the wealth-building resources and insights available to Barossa Valley locals.

“It’s an honour to partner with Complete Financial, a business that we have respected for a very long time, that holds an important place in the Barossa Valley community,” CWM founder Ben Calder said.

“We want to pick up the baton and build on what has been established by this firm and its great team of advisers and support staff, with a strong plan to invest more in the region, to see its people thrive as we have done across other SA regions over the years.”

The Complete Financial team, including Murray and Carolyn Kaye, will remain with the firm.

Headquartered in Adelaide with offices in Victor Harbor and Mt Barker, CWM has grown to become one of the largest independently owned and operated financial services firms in Australia since its establishment in 1974.

CWM provides a customised financial experience for clients, offering wealth strategies, investment management and advice, insurance solutions and access to finance through Calder Finance Broking.

For more information contact CWM Practice Manager Ivana Sanzari on (08) 8373 3333.