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Search for a PIPA property investment professional who puts YOUR needs first.
Search for a PIPA property investment professional who puts YOUR needs first.
Wholistic Financial Solutions is highly regarded as a leading wealth creation and coaching firm, measured upon results, senior experience within our business and client satisfaction. Our success can be attributed to our proven ability to map a tangible, strategic path to wealth that offers flexibility and ongoing guidance in a changing economic environment. Beyond general wealth creation, we offer tailored services for milestones throughout life. We are experts in SMSF’s and property investment and can also assist with business advice and taxation strategies, as well as important financial protection measures, such as insurance and estate planning.
Our charter is a vision to take our clients on a journey to financial freedom through our unique model of providing services for the whole of your financial needs under one roof. Our CEO and Founder, Catherine Smith, has recently been appointed as a guest columnist for Your Investment Property magazine where she shares knowledge and strategies used to create avenues to wealth which are desired by many Australians, but often illusive.