Financial Planning

At Wholistic Financial Coaching, we work with you to provide advice that are catered and tailored specifically to your needs. We believe that financial advice is a process and not a one-stop-shop. It is a journey to create outcomes that are meaningful and the financial freedom to make choices in life.

Take a look below at the services we offer or read our Financial Services Guide.

Get in touch with us today to begin your journey towards financial freedom.

Wealth Accumulation

It is never too early to start saving towards your goal. We will work with you to help you understand how to improve your current situation and position by managing your debt, setting up a savings/investment plan, borrowing to invest in a portfolio of shares or an investment property, contributing to superannuation and etc.

As situations change, be it buying a new house, planning a major holiday, changing jobs or starting a family, we are here to guide you every step of the way to ensure you are aware of the impact on your financial situation and future plans.

Retirement Planning

Retiring soon or considering retirement in the next couple of months or year? Unsure around the best time to retire? Want to find out about your superannuation options such as access to benefits or even a transition to retirement pension option? Want to maximise your Centrelink benefits in retirement?

​Our retirement planning sessions help you understand and explore the various options available to you. You’ll benefit by finding out whether or not you are on track for a comfortable retirement and how best to improve your financial situation by making the right decisions.

Naturally, if you have a defined benefit scheme, we will ensure that you maximise your final benefit entitlements in the process. Our advice sessions include assistance and guidance with any paperwork and claim forms involved in the process.

Redundancy Advice

Are you in a position to accept the redundancy offer? How will this impact your financial situation going forward? How best to utilise your severance payment and redundancy payout?

​We assist individuals going through this process by ensuring that you are fully aware of your options (especially in the case of defined benefit schemes) and projecting your finances to give you a bit more clarity around your future financial position and to ensure you are still on track for financial security.

SMSF Advice
We can also offer advice relating to the viability of SMSF set up, investments, and more. Contact us today to learn more or read about our SMSF services here.


David Siostrom is an Authorised Representative No. 250400 of Wholistic Financial Coaching Pty Ltd Corporate Authorised Representative No. 405607 of NextGen Financial Group| AFSL 240938 | ABN 12 055 622 967.


The information provided on this website has been provided as general advice only. We have not taken into account your financial situation, objectives, or needs. You should therefore consider the appropriateness of the information and advice in light of your own personal situation before acting on the information provided. If the information relates to the acquisition of a particular financial product, you should obtain a Product Disclosure Statement (PDS) and consider it before making any decision.

NextGen Financial Group Pty Ltd:
Financial Services Guide NG1.0Privacy PolicyComplaints Procedure
Email Address:       Head Office: 1300 133 511


Send a message