What Our Clients Say

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

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

Catherine Thank you for sending the additional information on property hot spots. It was a very interesting read (as well as a good quality product) and I think very worthwhile. I also want to thank you for your time – the Pathway to Wealth session was very useful from a practical sense but also, in terms of giving me a sense of control, confidence and certainty over my short and long term financial futures. I would also like to commend Lara and Lynda for their professionalism and courtesy

Ray

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