We value the words of our ongoing and happy clients.
Hear what they 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.
Susan Beaumont, ACT
Positive: Professionalism, Quality, Responsiveness, Value I have been working with several people at WFS over the last 5 years for both my personal and small business partnership. They are always friendly and professional. Their quality and experienced advice is tailored to my personal circumstances and financial concepts are well explained. I highly recommend WFS.
Hayley Wilson, ACT
Seriously the BEST accountant I've ever had. I am totally trusting my family's future with Catherine and the team at WFS Canberra.
Karan Sood, ACT
I have been dealing with the SMSF department with Wholistic Financial Solutions and amazed with their knowledge on the subject matter and excellent customer service. There can be no better firm than this one. Keep up the great work
Excellent servie; KnowledgableRead more
Matt Sebbens, ACT
Wholistic Financial Solutions provide valuable support to our local Junior Rugby League Club - The North Canberra Bears. This support is not only through their professional accounting services but also human resources in various capacity across the club.
Leigh Hancock, ACT
Great service always professional across a great range of services.
Zoran Sarabaca, ACT
Catherine and Staff are a pleasure to work with. They are a professional and friendly team. Highly Recommended. 5 stars
Tate Harris, ACT
My working relationship with Catherine Smith and Jake Lampe at Wholistic Financial Solutions is only a few months old, however, even in this short period it is obvious they and the team at WFS are dedicated to their clientele and have a wealth of knowledge to bring to the Canberra market. I look forward to continuing to work with and strengthen the relationship with WFS.
Brent Long, NSW
The dealings I have had with WFS and Catherine Smith to date epitomizes what one ideally would want when considering guidance in the area of financial services. They go far beyond the norm and I believe they should be recognised for this. Considering the technicalities involved in the work, which more importantly is then delivered in a functional, down to earth and easy to understand way is a dichotomy that separates WFS and Catherine Smith from others in the industry. Highly recommend. 10/10 Company.
Professionism, Great serviceRead more
Simone Spano, ACT
Catherine leads a great team of professionals who provide straight forward ethical advice and offer a tailored financial pathway to achieve personal goals. Highly recommended.
Flexibility, ProfessionalismRead more
Denise Vesper, ACT
WFS can manage and advise on every aspect of your finances. They have helped us purchase numerous homes and organised all the finance over the last 10 or more years. You can call at any time and your queries are answered by friendly, interested and knowledgeable staff.
Knowledgeable, ConsistencyRead more
Alex Smith, NSW
We have been dealing with Wholistic Financial Services for Many many years, the staff make you feel like your part of the family! Thanks for all of the hard work you do for us! I don't have time to run around to handle my financial affairs, One stop shop for us, you guys have the subject matter experts on everything! You're the best!
Consistency, One- stop serviceRead more
Silkwood Homes, ACT
Wholistic Financial Solutions have been great to work with; they assist their clients through the entire building process and are extremely professional and hands on.
Professionalism, Quality, Responsiveness, ValueRead more
Jason Tyrrell, ACT
WFS has some great operators and is able to assist across the full spectrum of financial needs.
Ryan Chapman, ACT
We have been working with the team at Wholistic for 5 years now. They have always been next level in regards to their professionalism and commitment to their clients. I highly recommend Wholistic to anyone who wants assistance with any financial matters.
Professionalism, Quality, Responsiveness, ValueRead more
Evi Oju, ACT
Really great experience working with Simon. He was very professional and knowledgeable. We felt really confident lodging our individual tax returns and partnership return. Would definitely recommend his services for anyone looking for a trustworthy and reliable tax agent.
Professionalism, Quality, Responsiveness, ValueRead more
I highly recommend Simon from WFS. He helped me out with my tax needs. He is very professional, prompt response to emails and correspondence. He even gives a follow up contact to ensure you are happy with the service provided. Top notch. I would highly recommend him.
Zoe & Chris
We were first referred to WFS more than 12 months ago. While we were in a good financial position, we were not confident of our super arrangements or insurance, and we were keen to explore how we could invest to ensure a solid financial position for retirement.
WFS were fantastic right from the very beginning. Their friendly and professional experts assessed our financial position and provided us with an overview of what retirement would look like if we changed nothing, and what it could look like with an well rounded investment strategy. A year later and we are very happy with how the strategy has come together. We have significant plans in place and feel confident about our property and investment portfolio and our future.
Our circumstances have changed during this time, and we have called upon WFS to support us with a range of services including tax returns, mortgage options, small business setup, and ongoing financial assistance support. They are always available and get back to us quickly with sound advice and support.
We have a strong relationship with Catherine and we can’t recommend her team more highly. They feel like a supportive partner throughout each process and we have full confidence in their advice and ongoing support.
Hi Catherine, Very good to meet you yesterday and I really enjoyed our discussion. I think I've found the right firm to partner with on my journey towards financial independence!
Peter B, Kaleen, 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.
Geoff S, Melba, 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.
Bruce C, Yass, NSW
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.
Patricia B, Yarralumla, ACT
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.
Thanks Catherine, you don't know what a relief it was to finally meet someone who was switched on as yourself. We have met with a number of people over the last few years and they were either morons or their ideas were plainly wrong. I too hope for a long and profitable association. As long as we are treated fairly (which I have no reason to doubt) we will be happy to follow your experienced advice.
Zoe & Chris
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.
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.
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)
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)
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)
Michael and Denise
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)
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)
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