Rating
4.5
Total reviews
53
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
60%
Neutral
15%
Negative
25%
Pros
- Professionalism
- Knowledgeable staff
- Responsive service
- Helpful guidance
- Long-term client relationships
Cons
- Poor communication
- Inconsistent advice
- Lack of professionalism
- Delayed responses
- Spam emails
Demographics 🌍
The reviews reflect a diverse clientele, including individuals and small business owners, primarily located in urban areas. The age group varies, but many clients are likely in their 30s to 50s, with a mix of genders and income levels.
Conclusion ℹ️
Overall, WFS has received a mix of positive and negative feedback. While many clients appreciate the professionalism and knowledge of the staff, there are significant concerns regarding communication and service consistency. Addressing these issues could enhance client satisfaction.
Frequently Asked Questions
Common questions about Wholistic Financial Solutions
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