Holistic Financial Planning is a strategic specialist in financial planning advice, dedicated to helping clients achieve their goals for over 27 years. specialising in retirement and investment advice, the business aims to empower individuals to take control of their financial situations and navigate life changes with clarity. By developing tailored strategic plans and providing personalized guidance, Holistic Financial Planning instills confidence in clients to reach their financial objectives.
With a comprehensive range of services including superannuation advice, retirement planning, wealth creation, and estate planning, Holistic Financial Planning offers holistic support to address various financial needs. The business prides itself on building long-term relationships with clients, guiding them through different life stages and ensuring they are well-informed and prepared for the future. By focusing on wealth creation and financial security, Holistic Financial Planning equips individuals with the tools and knowledge to make informed decisions about their financial well-being.
Shaun Johnson and Cathy Shimmin, the minds behind Holistic Financial Planning, bring a wealth of experience and expertise to the table. As Corporate Authorised Representatives of Matrix Planning Solutions Limited, they uphold the highest standards of professionalism and integrity in providing financial advice. By prioritizing the individual needs and goals of each client, Holistic Financial Planning sets itself apart as a trusted partner in financial planning, offering peace of mind and exceptional guidance in an ever-changing economic landscape.