Why WFS

Wholistic Financial Solutions
For the 'whole' of your financial needs
Guiding you to Financial Freedom

We are Australia’s most awarded property accountants, investment property advisors, financial planners, mortgage brokers and Self-Managed Super Fund (SMSF) specialists.

Wholistic Financial Solutions is highly regarded as a leading wealth creation and coaching firm, measured upon results, senior experience within our business and client satisfaction. Our success can be attributed to our proven ability to map a tangible, strategic path to wealth that offers flexibility and ongoing guidance in a changing economic environment. Beyond general wealth creation, we offer tailored services for milestones throughout life. We are experts in SMSF’s and property investment and can also assist with business advice and taxation strategies, as well as important financial protection measures, such as insurance and estate planning.

Our charter is a vision to take our clients on a journey to financial freedom through our unique model of providing services for the whole of your financial needs under one roof. Our CEO and Founder, Catherine Smith, has recently been appointed as a guest columnist for Your Investment Property magazine where she shares knowledge and strategies used to create avenues to wealth which are desired by many Australians, but often illusive. Your wealth journey is just a click away with Wholistic Financial Solutions. Complete the form below for a commitment-free initial consultation.

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Diversity

WE ARE A ONE-STOP SHOP AND HAVE EVERYTHING UNDER ONE ROOF.

Upon engaging WFS, you will get the right advice – not contradicting advice – because we have no competing interests. Whether it be property, share investing or superannuation – we can advise. We are not limited, nor guided by where our commissions are come from. We’re all in this together and we all complement each other professionally. You’ll be the winner because you’ll get advice that is not contradictory as we advise across all professional fields and the convenience of all the best qualified support you’ll need.

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Local team

WE ARE LOCAL AND CAN OFFER LOCAL ADVICE FOR LOCAL INVESTORS.

You will get the best local advice from Wholistic Financial Solutions because we’re a local company with local knowledge – not some fly-by-night interstate set-up that won’t give you the follow-up service you deserve. With them, any problems – and they’re gone!

But you can walk straight in our doors right off the street and our long-term local staff will be more than happy to help in any way they can. We’re here for the long haul!

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Professionalism

WE PROVIDE PROFESSIONAL,QUALIFIED ADVICE FOR YOUR PEACE OF MIND.

You can come to us with your property investment, tax, mortgage and superannuation needs confidently, knowing that you’ll be dealing with fully qualified professionals. In a sometimes unregulated, sometimes unprofessional arena, you can rest assured that Wholistic Financial Solutions is always professional, qualified and licensed. We’ll give you the experienced and expert advice you’ve been looking for. You’ll find people with solid, stable reputations eager to pass on their hard-earned knowledge to you.

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Expertise

WE’RE INVESTORS TOO AND WALK OUR TALK – LET US LEAD THE WAY.

As investor ourselves, and with over 25-years’ experience in property investment, tax, mortgages, insurance and superannuation, we can’t help being passionate about our work. We’re constantly researching the market aiming to build our own property investment, share and superannuation portfolios. Because we’re on top of the market, you’ll get up-to-date advice – quality advice – experienced advice.

We won’t recommend anything for you that we wouldn’t do for ourselves.

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Longevity

WE BUILD A LONG-TERM RELATIONSHIP TO SUPPORT YOUR FINANCIAL FUTURE.

For some advisors, it’s a one-off thing – a ‘one-night stand’. For us, it’s a long-term relationship. Our aim is to build a rapport with our clients, get to know their individual situations and have them trust us.

At Wholistic Financial Solutions we like to review our clients every 6–12 months at least. We’re very keen for them to contact us if they have any queries. Sometimes it’s a pleasant round of coffees and chat, sometimes phone calls and emails (promptly responded to) but it’s always constant communication. We are all moving down that investment path together.

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Diversity

TRUST IS PARAMOUNT TO US. WE’RE BOUND BY ETHICS AND STANDARDS.

Let’s face it… it’s your money. You have a right to be concerned about the ethics of your financial advisors. Being a members of NTAA, CPA, MFAA, FBAA, PIAA, COSL, SPAA, and being registered Accountants, Financial Planners, Property Advisors, Mortgage and Insurance Brokers we are bound by extremely strong ethical and regulatory standards. So what does this means to you? It means that you can trust us. And you can trust our advice.

The average advisors may not have a regulatory body watching what he or she does and in the event of something going wrong, the client has no other fall-back other than a very expensive lawsuit. However, if a client has any issue with us at Wholistic Financial Solutions, they can complain to all of the above bodies. So we’re very accountable. Our advice has to be good or we risk being struck off those panels. We can happily say that we have not had one complaint to any of those societies.

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Innovation

WE PROVIDE WAYS TO ACHIEVE YOUR FINANCIAL GOALS.

We can keep you up-to-date because we are required to keep ourselves updated. Because we are registered with so many societies and licensed by so many bodies, we are constantly carrying out professional development to maintain our qualifications and our licenses. We spend many hours every year on qualification improvement and in doing so, discover new trends and innovations.

And Wholistic Financial Solution’s ‘multi-discipline’ approach gives us a unique advantage. We’ve been able to put all the various financial tactics from different sources together and come up with some very, very innovative strategies that will give our clients the edge in a competitive market.

As a client, you’ll always be kept up-to-date with new law changes. You’ll benefit from our excellent educational service where we provide regular information in the form of webinars, newsletters, seminars and social events. All these things tend to connect like-minded people – it’s a big social network. It’s a way for people to come together and talk about their different aims and strategies.

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Accreditations

Wholistic Financial Solutions’ is a Joint Venture between WFS Canberra Pty Ltd, Wholistic Financial Coaching Pty Ltd, Wholistic Property Investing Pty Ltd, Wholistic Finance Solutions Pty Ltd and Wholistic Property Solutions QLD.

In addition to the below, WFS are also:
ASIC Approved Auditors | MYOB Live Account Adviser | Xero Certified Advisers

Financial Planning

Wholistic Financial Coaching (WFC) ABN 68 129 895 370 is a Corporate Authorised Representative (No. 405607) of GPS Wealth Ltd  AFSL 254544 | ABN 17 005 482 726

Mortgage Broking

 Wholistic Finance Solutions Pty Ltd Credit Licensee / VOW Financial Pty Ltd ACL 390 261

Property Advice

Wholistic Property Investing Pty Ltd in conjunction with Property Advisers Australia Pty Ltd

Catherine Smith licences real estate agent ACT, Member of Property Industry Professionals Association (PIPA), member of Terry Ryder’s Hotspotting

Taxation and SMSF Services

WFS Canberra Pty Ltd Registered Tax Agent / Tax Agent Number 00455006

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