Wholistic Financial Solutions
55 Reviews
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday9 am–5 pm
About the Business
Property Tax Accountants, Mortgage Brokers, Financial Planners & Advisers, Property Investment Advisors, Buy Investment Properties, Financial Advice, Setup SMSF, Self Managed Superannuation Funds Consultants & Specialists in Canberra, Australia - Wholistic Financial Solutions | Wholistic Financial Solutions is a Multifaceted Financial Planners & Services Firm - Mortgage Broking, Superannuation Funds, Property Investment.
Contacts
Call Us
+61261624546
4/6 Pelle St, Mitchell ACT 2911
Hours
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday9 am–5 pm
Features
- Wheelchair-accessible car park
- Toilets
- Online appointments
Recommended Reviews
Leigh Hancock
23.10.2023
Wholistic Financial Solutions
I am very happy with the team at WFS, right from the start Catherine, Jessica and Hoa couldn't do enough to help me, despite a tough market they able to find me a great investment property in a short time frame and manage the whole process including loan application. Being able to deal directly with people I had met F2F made me feel very comfortable with buying a new property.
Finn Keller
17.10.2023
Wholistic Financial Solutions
Hoa Luu from WFS mortgage broking was really great at helping me get my very first ever home and mortgage. She helped me through all the steps at every point and made it easy - I would definitely recommend her to my friends and family.
Renz Bayani
07.09.2023
Wholistic Financial Solutions
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.
Susan Beaumont
12.08.2023
Wholistic Financial Solutions
I have been working with several people at WFS over the last 5 years for both my personal and small business partnership. They are always friendly and professional. Their quality and experienced advice is tailored to my personal circumstances and financial concepts are well explained. I highly recommend WFS.
Nhan
27.07.2023
Wholistic Financial Solutions
Catherine and her team are fantastic! They provide responsive, informative and dedicated customer service that makes an arduous journey a lot more humanising and understandable.Catherine herself is property whizz yet entirely approachable and the whole team are a lovely bunch. Shoutout to Tanya in particular for her outstanding efforts in resolving a last minute complication! I would highly recommend WFS to anyone, both those new and experienced to property!
meg labrum
26.07.2023
Wholistic Financial Solutions
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.
Jay
25.07.2023
Wholistic Financial Solutions
Have been a client of WFS for years. They assisted me in securing my first property and more recently Tanya reviewed my mortgage and helped me refinance to a better deal, saving me $$. Very helpful and informative from start to finish. Would highly recommended for all mortgage and tax purposes.
Arjun VijayKumar
25.07.2023
Wholistic Financial Solutions
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
Green Sharkey
20.07.2023
Wholistic Financial Solutions
Been dealing with WFS for a few years now and I must say their display of professionalism and customer service is top notch. They're always quick to respond and deliver an excellent service all round, from Accounting, Financial planning, management of your SMSF, Property Management and Estate Planning. Highly recommend their service to anyone who is in the market for any of the above. Catherine and her experienced team are the reason as to why I opted to transition over to WFS.
Stu Horyna
19.07.2023
Wholistic Financial Solutions
Catherine's team at WFS (Hoa Luu specifically) have been absolutely fantastic. We were running to very tight timeframes and were under prepared. From the moment Hoa made contact with us it was evident the company culture was based around solutions!At all times Hoa presented us with our options, not sugar-coating or ignoring possible issues/concerns.The level of communication is brilliant and we never felt like just a customer" or their next invoice.I look forward to engaging with WFS for our future financial services in the future.Top notch
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Map
4/6 Pelle St, Mitchell ACT 2911
Wholistic Financial Solutions