What Our Clients Say

Find out more about what we do at WFS and see what our clients have to say.

A great team, with fantastic staff! Tanya at WFS has assisted me in successfully securing three investment properties over the last 10 years, with each process being seamless, straight forward and confidence inspiring to say the least. Through each process, Tanya’s communication with me was outstanding – keeping me updated whilst always ensuring I understood what was required to achieve a successful settlement. Furthermore, the accounting team has assisted with my tax returns year after year, and always getting a great outcome. I look forward dealing with WFS in the years to come – another happy customer.

Rob, ACT

I had a wonderful experience with Tanya who went above an beyond to cater to my demanding schedule. Tanya worked on her own day off to ensure deadlines were met and did all the heavy lifting in the background to ensure a seamless experience. I couldn’t recommend anyone better!

Rose, ACT

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.

Jessica, VIC

Professionalism, Quality, Responsiveness, Value
Thank you, Wholistic Financial Solutions for providing prompt, efficient service and assisting us to find a home loan solution with an ethical provider that fits our needs. I would recommend Wholistic Financial Solutions to anyone!

Angela, ACT

Working with Catherine and her colleagues to achieve outcomes couldn't have been easier. I unreservedly give WFS a huge rap and wish I had known about them 20 years ago. Strongly recommend WFS to anyone interested in in investing in property.

Ralph, ACT

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.

Green Sharkey, ACT

Catherine and her team are fantastic! They provide responsive, informative and dedicated customer service that makes an arduous journey a lot more humanising and understandable. Catherine herself is property whizz yet entirely approachable and the whole team are a lovely bunch. Shoutout to Tanya in particular for her outstanding efforts in resolving a last minute complication! I would highly recommend WFS to anyone, both those new and experienced to property!

Nhan, ACT

Thank you, thank you Hoa!! We so appreciate all you have done for us through this process, you really have been wonderful. It seemed like such a daunting task to us at the start but you stepped us through it bit by bit and made it so much easier. Thank you again!! Tara :):)

Tara, ACT

Thanks for sharing this information with us- it is most helpful. Some good progress and again thank you for the advice- you guys have made the process very easy for us.

Andrew and Carolyn, ACT

Catherine's team at WFS (Hoa Luu specifically) have been absolutely fantastic. We were running to very tight timeframes and were under prepared. From the moment Hoa made contact with us it was evident the company culture was based around solutions! At all times Hoa presented us with our options, not sugar-coating or ignoring possible issues/concerns. The level of communication is brilliant and we never felt like "just a customer" or their next invoice. I look forward to engaging with WFS for our future financial services in the future. Top notch, professional, courteous, responsive & proactive and friendly. Thanks Team Stu and Pam

Stu Horyna, ACT

Top notch, professional, courteous, responsive & proactive and friendly.
That's awesome news! Great work on your behalf. Just wanted to say that after being mucked around and turned around by multiple other brokers before coming to see you we thought we would never get a home loan. You are always happy to help and were able to go that bit more to make it work with my business. If there’s anyway for us to show our appreciation at the end of this process please let us know :)

Joseph.S Ngunnawal, ACT

Hi Lara and Catherine, The hamper is just gorgeous! Thank you so much – we feel very spoilt!! We are definitely big fans of WFS, so thank you again for all your great support. We will definitely be referring you on for your great support.

Zoe & Chris

I was keen to enter the property market but as a first time investor, I just had no idea where to start. The team at Wholistic Financial Solutions and Wholistic property Solutions showed me how ‘property investing’ really worked and helped me find the best loan for my circumstances and even helped co-ordinate all the confusing issues like deposits, solicitors, stamp duty grants, etc. They basically helped co-ordinate the whole buying process and all free of charge. Thanks WFS Canberra, I will be back when I am ready for my next property. (O'Connor, ACT. First Home Buy)

Therese K

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