About Us
Why Us?
Comprehensive Wealth has a holistic philosophy to financial planning and this has allowed us to develop long-term relationships with our clients and enables us to fully understand their needs and goals. We provide personalised financial planning with the utmost integrity and professionalism.
A Proven Approach
We help clarify your present situation by collecting and assessing all relevant financial data. We work with you to determine your financial and personal needs and help you craft a plan to reach your goals. Along the way we assist you to identify financial problems and provide written recommendations to implement the right strategies and regularly review your financial plan to ensure you stay on course.
Planning Futures
We have helped clients since 2007 to meet their long-term financial objectives. Share your questions with us about local or offshore investments, taxes, pre or post retirement planning, and estate planning. A Certified Financial Planner® professionals can help you.
Our Team
Financial Advisor and Key Individual
Kyle O’Haher has been a financial adviser for 28 years. After completing his tertiary education, he qualified as a Fellow of the Institute of Life and Pension Advisors in 1999 and is a Certified Financial Planner® professional and member of the Financial Planning Institute. Kyle established Comprehensive Wealth in early 2007 and focusses on wealth planning for his clients both before and after retirement. He prides himself on giving unconflicted and independent financial advice whilest maintaining absolute integrity and professionalism.
Client Relationship and Admin Manager
Janice Whitfield joined Comprehensive Wealth in 2007. With 15 years experience in the industry Janice is an integral part of the team providing client support and administration .
Paraplanning
Venessa Ross joined Comprehensive Wealth in 2016 after returning from the UK. With 13 years experience in financial services she is responsible for planning and implementation as well as compliance.