Wholistic Financial Solutions is a renowned financial firm in Australia, offering a comprehensive range of services including property tax accounting, investment property advice, financial planning, mortgage brokering, and SMSF expertise. With offices in Canberra, Brisbane, Melbourne, and Sydney, the company prides itself on providing integrated financial solutions tailored to individual needs. Led by CEO and Founder Catherine Smith, the team at Wholistic Financial Solutions is dedicated to guiding clients towards financial freedom through a holistic approach to wealth creation.
With a focus on client satisfaction and proven results, Wholistic Financial Solutions stands out as a leading wealth creation and coaching firm. The company’s expertise spans various financial areas, from SMSFs and property investments to business advice and taxation strategies. By offering personalized services for different life milestones, Wholistic Financial Solutions ensures that clients receive tailored guidance and support in navigating the complexities of the financial landscape.
As a locally-based company with over 25 years of experience, Wholistic Financial Solutions prides itself on delivering expert advice and building long-term relationships with clients. The team’s commitment to professional development and adherence to ethical and regulatory standards set them apart in the industry. Through a multi-disciplinary approach and a dedication to staying abreast of market trends, Wholistic Financial Solutions empowers clients with innovative strategies and up-to-date financial insights, fostering a community of like-minded individuals focused on achieving their financial goals.