Rating
4.5
Total reviews
48
Wholistic Financial Solutions
- https://wfscanberra.com.au/
- Address
- 5/44 Hoskins St, Mitchell ACT 2617, Australia
- Covered states
- ACT
- About
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.
- Services
- 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
- Clients
- Not informed
- Properties purchased
- Not informed
- Founded in
- Not informed
Positive
72%
Neutral
11%
Negative
17%
Pros
- Highly professional and responsive team
- Excellent customer service
- Knowledgeable staff
- Efficient and timely assistance
- Supportive throughout the process
Cons
- Poor communication regarding changes
- Unprofessional behavior in handling accounts
- Failure to respond to emails
- Issues with document handling
- Inconsistent service quality
Demographics 🌍
The reviews indicate a diverse clientele, including individuals and families, primarily located in Australia, with a focus on both personal and small business financial services. The age group appears to range from young adults seeking their first home to older clients managing retirement funds.
Conclusion ℹ️
Overall, Wholistic Financial Solutions has received a mix of positive and negative feedback. While many clients praise their professionalism, responsiveness, and quality of service, there are significant concerns regarding communication and service consistency. Addressing these issues could enhance their reputation further.