What We Do

Wholistic Financial Solutions, Wholistic Property Solutions and Wholistic Financial Coaching are niche property, tax, finance and superannuation specialists. We work tirelessly on providing strategic solutions to ensure you pursue the future that you want.

How do we do this so well?

The first thing you'll notice is our like-mindedness. We understand the power of knowledge and therefore walk you through the process step by step. The outcome is a plan with an end in mind. Our team of tax, property, superannuation and finance specialists are fully qualified and when you combine our passion and knowledge you have a compelling solution focused on your future.

What do we do

  • Tax Advice and Tax Return Preparation
  • GST & BAS Advice
  • Capital Gains advice
  • Rental Property advice
  • Self Managed Superannuation Funds
  • Advice on buying a property in an SMSF
  • Property mortgage structure advice
  • Buyers agency service for property investors
  • Home and Investment Property Loans
  • Asset and equipment finance (mainly Car leases and chattels)
  • Commercial finance for business

Why are we different?

We are all serious property and superannuation investors. We walk our talk. We know how to structure your affairs for property and superannuation issues because we do it for ourselves regularly.

How do we do it?

We ask you to fill in a generic questionnaire and then one of our experienced property, tax, superannuation or finance strategists will analyze your current situation will then meet with you to present our strategy and advise you of our recommendations. We tailor our recommendation for each client and the outcome of our advice will determine what steps you need to take next.

Some clients may only need one consultation to resolve their issues - whilst others may decide to join us as long term clients and select from a range of packages we have available.

How much do we charge?

We offer a free meet and greet session where you can tell us about you, your financial circumstances and your needs and we can explain who we are, what we do and provide you with an estimation of fees payable for our services.

To book your free consultation call 6162 4546 or email lara@wfscanberra.com.au