Helping you build a brighter future
About us
Whole Wealth is an independent financial services firm dedicated to providing holistic financial advice of the highest quality. There are no pre-packaged solutions as our advice is tailored to each client’s unique needs. We are not owned or affiliated with any banks, insurers or financial product providers and we do not accept any commissions. We understand the end goal is not money but money is the fuel for choices in our lives and without it our options are limited. We believe true financial planning is about looking at the whole picture so you are not just achieving financial goals but achieving life goals you truly value that bring balance and happiness.
Contact us
Independent Financial Planning Brisbane CBD
Level 3, 155 Queens St, Brisbane, QLD 4000
Independent Financial Planning West End
11 Beesley St, West End, QLD 4101
Independent Financial Planning Sydney
Level 2, 11 York St, Sydney, NSW 2000
GENERAL ADVICE WARNING
This advice may not be suitable to you because it contains general advice which does not take into consideration any of your personal circumstances. All strategies and information provided on this website are general advice only. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.