Wholistic Financial Solutions

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Canberra's Leading Property Accountants, Investment Property Advisors and SMSF Specialists

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Welcome to Wholistic Financial Solutions (WFS) Fan Page
Please be respectful when posting or commenting on our board. We want everyone to enjoy their experience here and welcome all questions and critisms.

We are Canberra's Leading Property Accountants, Investment Property Advisors and SMSF Specialists.

At Wholistic Financial Solutions (WFS) we aim to make a difference in our client’s lives. We provide Wholistic financial solutions for all aspects of our client’s financial needs and for the 'whole' of their financial life cycle. We assist our clients, create and protect wealth, for themselves, their family, now, in the future and for future generations.

Address: 7a/20 Challis St, Dickson ACT 2602, Australia

Phone: (02) 6162 4546

Website

ua.moc.arrebnacsfw@enirehtac

State: Australian Capital Territory

Zip Code: 2602

Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

WFS has been incredible with assisting me throughout the process of SMSF. It all started from advising us how to start an SMSF until we got our first property. Jess kept us updated all the way and very responsive as well. Catherine has also made sure that our we are able to secure our first property. They even had to work afterhours just to make sure everything has went well. I would definitely recommend them.

WFS have been wise, patient and clever in helping me manage my retirement funds !They are always available to walk me through anything mystifying and guided me with great good humour and lots of commonsense to a really comfortable, confident space. So a very big thank you everyone at WFS, from a truly impressed client.

Hoa Luu is a thorough professional. She helped us buy our first home. Buying a home is a stressful process, but her calm demeanor and consistent approach helped us through every step, making the mortgage process very smooth. She did not give up, patiently reworking options or going back to different banks to see what product would work best for us.  We look forward to working with her again in the future.  Geeta & Arjun , Australian Capital Territory

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