Wholistic Financial Solutions offer a FREE initial consultation to better understand your financial situation. From there, we will advise which services are best suited to you. Once we commence formal services, the below will provide an understanding of the cost of our services:

Financial Planning

FREE meet and greet with one of our experienced planners for a quotation. We operate on a fee for service basis, not commissions.

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Mortgage Broker & Finance

Wholistic Financial Solutions mortgage broking and finance services are FREE. Payment is made to us by the lender that our clients choose to proceed with.

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Superannuation & SMSF

FREE meet and greet with one of our experienced team for a quotation. We operate on a fee for service basis, not commissions.

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Personal Insurance

FREE meet and greet with one of our experienced team for a quotation. We operate on a fee for service basis, not commissions.

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