Wholistic Financial Solutions

4.4Rated 4.4 out of 5 from54 Google reviews

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Wholistic Financial Solutions reviews

All 55 of their Google reviews, newest first.

Rating breakdown

4.4

Rated 4.4 out of 5

54 Google reviews

5
46 (84%)
4
1 (2%)
3
0 (0%)
2
1 (2%)
1
7 (13%)
The 55 Google reviews shown here

What their buyers say

Who reviewed them

Read from the Google reviews shown here. A review can count under more than one.

Review insights

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. However, there are significant concerns regarding communication and service consistency, leading to dissatisfaction among some clients. Overall, while many recommend WFS, there are notable areas for improvement.

Tone of the reviews: 60% positive, 10% neutral, 30% negative.

Strengths

  • Professionalism
  • Quality of service
  • Responsive team

What could be better

  • Poor communication
  • Lack of competence
  • Unprofessional behaviour

Google reviews of Wholistic Financial Solutions

Rating
About

55 reviews · newest first

Fahad Jalil

5 out of 5

I’ve had the pleasure of working with Michael and Anna on some very complicated tax matters and returns. They handled everything with professionalism, deep knowledge, and patience. What impressed me most was their ability to simplify complex issues and give me clear guidance I could trust. They were...

Anthony

5 out of 5

Excellent tax services from Michael with the knowledge and capability to match. High recommend WFS.

TenTen

5 out of 5

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.

Duntroon Car Care

5 out of 5

I have had the pleasure of having Chris look after my business and personal tax for the last 3 years. I now understand my business better and have 100% confidence in the WFS team, Highly reccomend these guys.

Adam Armstrong

5 out of 5

I have recently started my own small business and the guidance and streamlining set up by Chris has been amazing and allowed for a smooth process to get up and running with both feet planted. The simplicity and the fact they take in to account the goals in which I am aiming for is what I would call ...

Kyle T

1 out of 5

I recently used the tax advisory services here. After 30 minutes, my wife and I concluded the meeting - she would have had us leave earlier, but the sheer randomness of the advice being provided compelled me to ask more questions out of curiosity. Approximately 15 minutes into the meeting the tax ad...

Cal West

1 out of 5

I recently used the tax advisory services here. After 30 minutes, my wife and I concluded the meeting - she would have had us leave earlier, but the sheer randomness of the advice being provided compelled me to ask more questions out of curiosity. Approximately 15 minutes into the meeting the tax ad...

Julie Pope

5 out of 5

Great accounting service.

Jonathan Clarke

5 out of 5

No written review provided.

M M

1 out of 5

Strongly do not recommend their services.

Showing 1 to 10 of 55 reviews

Review trend

Reviews per year, 2019 to 2026 (2026 so far)

55 reviews from 2019 to 2026, by year. The busiest year was 2022, with 18 reviews. Latest review 3 October 2025 · none in the last 12 months.

4.4 average rating, against 4.9 across all buyer's agents on PropertyGo.

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