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
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
My wife and I are in our 50’s and would really like to think of retiring at 60 or not much longer after that. But with the state of our superannuation it just felt useless. I thought we would have to work till we were 80 or try and live of the old age pension. Catherine and her team showed me how to take our small super balance and convert that into a property portfolio that is growing at a rate that will enable us to retire in comfort and realise our dreams. (Lyneham, ACT)
Michael and Denise
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)