What Our Clients Say

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

I purchased a property through Wholistic Financial Solutions in October 2019. Since then it has gone up in value by $115,000, or 22% in 18 months. It has been a great investment for me. Also, Catherine and her team handled every part of the process – from selecting the property, arranging the mortgage, arranging settlement through to arranging the tenant and managing the property ever since. I would highly recommend their services.

Harley, ACT

I started my property investing journey several years ago.  I thought I knew what I was doing and that I could do it all own my own.  Since then I have made some very large mistakes and lost a lot of money on a bad investment.  Since then, Catherine and her team have helped me get back on my feet, sort out the mess I made and given me some great recommendations that will hopefully make up for the losses I made myself.  I will never take financial steps on my own again.  I will always run every idea past WFS.  I love the way that they can give tax, property and mortgage advice all under one roof.

Peter B, Kaleen, ACT

I have been a client of WFS for over 8 years.  I enjoy the family, friendly, yet professional atmosphere of the office and the team.  I find their fees realistic, not too cheap, yet far less than the larger Accounting firms.  I very much appreciate the 'wholistic' nature of the advice.  The fact I can see the team about my personal tax, my property needs, my finance needs and my SMSF.  It makes it so much easier just to have one firm to deal with.

Geoff S, Melba, ACT

I had heard a lot about SMSF and Property but was finding it all very confusing.  I saw a few other Financial Advisors and Accountants who confused me even more so I didn't bother doing anything.  Then I attended a seminar held by WFS and they made it all sound so simple and achievable so I jumped on board and haven't looked back.  Within 3 months the team had set me up an SMSF, rolled over all other funds, obtained me a SMSF property loan and found and settled a property purchase for me.  It was all so simple with them assisting with the whole process.

Bruce C, Yass, NSW

I took Catherine's recommendations to buy in Point Cook, Vic in 2007.  At first I was disappointed as it was a house and land package and it took forever to build.  But Catherine kept telling me to hang in there and I was very pleasantly surprised to find that the property had gone up in value by $50,000 by the time construction was completed.  I was ready for my next purchase so saw Catherine again in 2009 and was surprised to find she had correctly picked the upcoming downturn in the Melbourne market and had switched her recommendation to Gladstone, QLD.  I purchased another off the plan property and it has almost doubled in value since.

Patricia B, Yarralumla, 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 had always wanted to get into property investing but just didn’t know how. The team at Wholistic Property Solutions conducted a free Property Portfolio Plan which made it so clear and easy to understand. Now I am well on my way to my second property.

Michelle S

My wife and I run a small retail business and our tax returns don’t show much income. We have been passionate about property for years and already own four investment properties which are now cash flow positive. We wanted to buy more but the banks said ‘No’. We saw Catherine at Wholistic Financial Solutions and she was able to show us how to unlock our equity and use this to ‘cash flow fund’ another two investment properties. And we are able to do this now, rather than waiting until we miss the impending boom. Thanks Catherine. (Amaroo, ACT)

Jason P

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

I had heard that it was possible to buy property in Super but everything I read and everyone I spoke to made it all sound way too complicated. Catherine and her team which includes Super specialists, Tax specialist and Mortgage Brokers, made it all very simple. In fact, they simply did it all for me and now I own my first property in my super fund and will look to buy more as soon as I can. (Mawson, ACT)

Liliana P

I have been very frustrated at the performance of my superannuation fund. It seemed that the more I put in the more fees I paid and the fund balance just kept going backwards. Catherine at Wholistic Financial Solutions was able to show me how to consolidate all my super into a SMSF and use this to buy property. I now have a $450,000 property in my super that is growing for me really well and better still, it is cash flow positive so it costs me nothing’. (Dickson, ACT)

Trever T

Thank you for your efforts during this whole process. We started on this journey 16 months ago with Wholistic and it is fantastic to have reached this point. We now have the two properties and we are keen to duplicate our portfolio. (Palmerston, ACT)

Lawrence G

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