Helping you build a brighter future
FAMILIES
We help families to create a lasting legacy for the next generation. We advise on the best ways to structure their assets and direct their income to ensure their wealth grows and is protected for the future.
PROFESSIONALS
We work with highly driven professionals who are time poor. We help them plan and take steps to ensure they achieve their goals sooner and eventually making work a choice rather than an obligation.
BUSINESS
We work with businesses, from start-ups to grown ups. We advise on cash flow, tax planning, structures, financing, insurance, succession, diversifying income, and much more. We also link them with key professionals.
MEDICAL
We work with all medical professionals from doctors to dentists. It is a demanding profession so we help them plan and manage their financial affairs so they can focus on their career and what matters most.
EXPATRIATES
We help clients who are leaving
or coming to Australia. We guide them through all the key issues to consider. We then structure their assets in the best way to minimise tax. We also deal with super and pension transfers.
ATHLETES
We help professional athletes to preserve their lifestyle beyond their sporting career. We guide them through the pitfalls of the spot light and make sure their money is working for them so their family and future is secure.
Our Services
Cash Flow & Budgeting
Retirement Planning
Investments
Superannuation & SMSF
Finance & Debt Management
Tax Planning
Insurance
Estate Planning
Property
Legal Services
Business Advice
Family Financial Planning
Aged Care
Centrelink
Expatriate Financial Planning
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
Forms
Please read our Financial Services Guide before receiving your advice.
In order for us to tailor make your advice, we will need to know as much about you as possible.
If you would like to lock in a time to chat please make a booking.
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.