Wholistic Financial Solutions

Buyer's AgentsProperty Investment Advisers

Unit 7a/20 Challia Street, Dickson, Australian Capital Territory, 2602

02 6162 4546

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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.

  QPIA Accredited members
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It gives clients (and myself) confidence in my professionalism and experience.  In an industry full of sharks, it is great to ease a client’s mind that a QPIA® will always work with the client’s best interests at heart.

Rachel Cole of Empower Wealth
QPIA® Accredited Member

To set outselves apart, I chose to undertake and be a Qualified Property Investment Adviser and to ultimately help our clients make better property investment decisions.

Colin Lee of Inspire Realty

Individual and QPIA® Accredited Member

I decided to join PIPA because I was delighted to see that finally there was an organisation that was formalising property advice and those in the property industry.

Marisa Gonzalez of Marisa Gonzalez & Co
PIPA member since 2009

We strive to bring accountability, ethics, and education to the property investment industry.

PIPA exists to improve the professional standards of anyone providing property investment advice to consumers. Our voluntary Code of Conduct means that members adhere to a high set of professional standards to help protect consumers. Qualified Property Investment Advisers (QPIAs®) have the highest form of industry-recognised, specialist training and can be trusted to provide tailored and unbiased advice to consumers.

PIPA also regularly produces research, analysis, and publications to help educate our members, media, and consumers about the property investment sector.

By signing up for our newsletter, you will gain access to two of our most valued resources – the Annual Investor Sentiment Survey report and the quarterly PIPA Adviser e-magazine.

2023 Investor Sentiment Survey

The Annual PIPA Investor Sentiment Survey is a rare snapshot of the buying intentions of property investors.

PIPA Adviser Magazine

The PIPA Adviser provides the latest research on market conditions, including forecasts for next year.