Unclaimed listing. Enquiries are forwarded to the agency by email. Work here? Claim itRequest removal
About Wholistic Financial Solutions
WFS offers a comprehensive range of financial services designed to empower individuals and businesses in achieving their financial goals. With a focus on personalized solutions, their team of experienced accountants and business specialists provides tailored advice in areas such as taxation, business operations, superannuation planning, estate planning, and more. Their commitment to integrity and excellence ensures that clients receive the support they need to navigate complex financial landscapes while maximizing returns and ensuring compliance.
The firm prides itself on building lasting partnerships with clients, emphasizing a personal approach to financial management. By leveraging decades of experience, WFS aims to equip clients with the knowledge and resources necessary for long-term financial security and prosperity. Their dedication to client satisfaction is reflected in positive testimonials, highlighting the friendly and professional service that characterizes their operations.
- Property types
- Investment
- What they help with
- Individual Accounting & Taxation
- Business Accounting & Taxation
- Business services
- Superannuation & SMSF
- Estate Planning & Wills
- ASIC Agent & ATO Admin
- Mortgage broking
- Financial Planning
- Property investment
- Property management
- Business insurance
- Business finance
- Office
- unit 4/6 Pelle Street, Mitchell, ACT, 2911
What they charge
Full buyer's agent service
Not published yet
Wholistic Financial Solutions hasn't published a fee for a full search. Ask, and they can give you a figure for your brief.
What buyer's agents usually chargeWhat clients say
From Google, updated weekly
4.4
54 reviews on Google
The reviews for Wholistic Financial Solutions (WFS) reflect a mixed experience, with many clients praising the professionalism and quality of service provided by certain staff members.
- Professionalism
- Quality of service
- Responsive team
A summary of their Google reviews.
Excellent tax services from Michael with the knowledge and capability to match. High recommend WFS.
We have been relying on WfS for many years and keep on coming back. Carl in particular has gone above and beyond is helping us meet our reporting and financial obligations. We recommend WfS to any prospective clients.Read the full review
Common questions about Wholistic Financial Solutions
Free · no obligation · we email the agency
Not sure this one's the right fit?
Tell us what you're after and we'll match you with buyer's agents who cover your area and price range. Free, no obligation.
Similar agents
Also covering ACT

Capital Buyers Agency
5.0· 72 Google reviews
5.072 Google reviews
Provincial Group
5.0· 4 Google reviews
5.04 Google reviews
Rethink Property Investing
5.0· 2 Google reviews
5.02 Google reviews
Get RARE Properties
4.9· 201 Google reviews
4.9201 Google reviews
Property Lookout
4.4· 7 Google reviews
4.47 Google reviews
RealtyCore
No reviews yet
No reviews yet
