What Our Clients Say
Hi Catherine. I just wanted to reach out and say a big thank you for all the work that you did regarding my/our AIP Super Fund. I am not sure how to put it into words more than that, except that your determination to right a wrong, to stand up for myself as an individual within the systems that we are all apart of (to varying degrees) was very much appreciated and I truly hope that it sets a precedent for others in time to come. Thank you very much.
5 Stars Service
Just wanted to let you know how awesome it's been to deal with Tyler. He's very professional, polite, patient and persistent. He's one of the only two people to have been proactive in his dealings with us and we couldn't recommend him highly enough. Feel free to contact me if you need any further information with regards to this feedback.
Zak and Shayla, QLD
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.
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
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)
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)
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)