Wholistic Financial Solutions
About the Business
Welcome to Wholistic Financial Solutions, Australia's leading institution for all your accounting, finance, and real estate needs. Located at Mitchell, Pelle Street, 6, our institution offers a comprehensive range of services including property tax accounting, financial planning, mortgage brokering, investment property advising, and SMSF (Self Managed Superannuation Fund) specialization.
With a team of highly skilled professionals, we are dedicated to providing you with expert advice and guidance to help you achieve your financial goals. Whether you are looking to purchase properties or set up self managed superannuation funds, our experienced consultants are here to assist you every step of the way.
In addition to our Mitchell location, we also have offices in Canberra, Brisbane, Melbourne, and Sydney, making it convenient for you to visit us and discuss your financial needs.
At Wholistic Financial Solutions, we pride ourselves on being the most awarded property tax accountants, investment property advisors, financial planners, advisers, and consultants in Australia. Our commitment to excellence and our integrated approach to finances and wealth have earned us a reputation for delivering outstanding results for our clients.
Please note that the information provided on our website is general advice only and may not take into account your specific financial situation, objectives, or needs. We encourage you to consider the appropriateness of the information and advice in light of your own personal circumstances before making any decisions. If you are considering the acquisition of a particular financial product, we recommend obtaining a Product Disclosure Statement (PDS) and carefully reviewing it before proceeding.
For all your accounting, finance, and real estate needs, trust Wholistic Financial Solutions to provide you with the expertise and personalized service you deserve. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Photos
Location & Phone number
6 Pelle Street, Mitchell, Australian Capital Territory 2911, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"WFS has been incredible with assisting me throughout the process of SMSF. It all started from advising us how to start an SMSF until we got our first property. Jess kept us updated all the way and very responsive as well. Catherine has also made sure that our we are able to secure our first property. They even had to work afterhours just to make sure everything has went well. I would definitely recommend them."
"WFS have been wise, patient and clever in helping me manage my retirement funds !They are always available to walk me through anything mystifying and guided me with great good humour and lots of commonsense to a really comfortable, confident space. So a very big thank you everyone at WFS, from a truly impressed client."
"I am very happy with the team at WFS, right from the start Catherine, Jessica and Hoa couldn't do enough to help me, despite a tough market they able to find me a great investment property in a short time frame and manage the whole process including loan application. Being able to deal directly with people I had met F2F made me feel very comfortable with buying a new property."
"Have been a client of WFS for years. They assisted me in securing my first property and more recently Tanya reviewed my mortgage and helped me refinance to a better deal, saving me $$. Very helpful and informative from start to finish. Would highly recommended for all mortgage and tax purposes."
"Been dealing with WFS for a few years now and I must say their display of professionalism and customer service is top notch. They're always quick to respond and deliver an excellent service all round, from Accounting, Financial planning, management of your SMSF, Property Management and Estate Planning. Highly recommend their service to anyone who is in the market for any of the above. Catherine and her experienced team are the reason as to why I opted to transition over to WFS."
List of local businesses, places and services in Australian Capital Territory
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos