Link Advisory Pty Ltd is undergoing an exciting rebranding as Wholistic Financial Coaching Pty Ltd, effective July 1, 2020. This transition marks a strategic merger with Wholistic Financial Solutions (WFS) group of companies, expanding their financial planning arm under the name Wholistic Financial Coaching (WFC). The merger brings together shared values of integrity and client-centric services, offering a more comprehensive suite of financial solutions. With a history of prioritizing clients’ best interests, the company is dedicated to maintaining strong personal relationships with clients amidst the rebranding.
Wholistic Financial Coaching (WFC) operates as the financial planning division within the broader Wholistic Financial Solutions (WFS) group, which has expanded its presence from Canberra to Victoria, New South Wales, and now Queensland. The company’s ethos revolves around honesty, integrity, and a commitment to providing tailored financial advice that aligns with clients’ goals and values. By joining forces with WFS, Wholistic Financial Coaching aims to enhance its support network and offer a wider range of services to meet the evolving needs of clients across different regions.
As the rebranded entity, Wholistic Financial Coaching remains dedicated to upholding the values and philosophies that have defined Link Advisory Pty Ltd. The company’s founders, Andrew S Brown and Maria Longland, will continue to serve as primary contacts for clients, ensuring a seamless transition and minimal disruption to existing relationships. Clients can expect the same level of personalized service and commitment to excellence as Wholistic Financial Coaching embarks on a new chapter of growth and prosperity in the financial advisory sector.