What Our Clients Say
Dear Chris and Anna - Marie My experience working with you and your team was wonderful! I want to thank you Chris and your team for your excellent service and the constant “can do” approach to satisfying my needs on my tax return . Your service, the quality of the positive attitude at wholistic financial solutions are second to none. Those qualities make it an absolute pleasure to work with you. I'm so lucky and grateful the work you have done with me.
Highly skilled team who give advice on a range of mortgage, tax and investment queries. Very efficient team, would highly recommend if you are looking for mortgage, investment and tax advice.
Melanie W, ACT
5 Stars Service
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.
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.
Professionalism, Quality, Responsiveness, Value
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.