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
70%
Neutral
10%
Negative
20%
Pros
- Highly professional team
- Responsive and timely communication
- Quality of service provided
- Knowledgeable staff
- Great support for financial needs
Cons
- Poor communication regarding changes
- Inadequate follow-up on services
- Lack of competence in some advisors
- Spam emails despite requests to unsubscribe
- Errors in tax return processing
Demographics 🌍
The reviews come from a diverse group of clients, including small business owners and individuals, with varying levels of income and financial needs, primarily located in Australia.
Conclusion ℹ️
Overall, WFS has a strong reputation for professionalism and responsiveness, but there are significant concerns regarding communication and service consistency that need to be addressed.