Financial planning for business owners
Who We Help
FINANCIAL PLANNING FOR START-UPS
FINANCIAL PLANNING FOR BUSINESS
FINANCIAL PLANNING FOR FAMILY BUSINESS
How we help
Why Choose Whole Wealth?
Unlike most traditional financial planning firms, Whole Wealth are business specialists. We have experience in the corporate world, small business sector, and the government. Whole Wealth's team has diverse background of skills that range outside of financial planning including advertising, sales, business systems, logistics, contracts, and telecommunications. So we go beyond looking through the lens of superannuation or insurance and provide real business advice that you enhance your business and add value.
Besides financial planners we also have lawyers, certified practising accountants, chartered accountants, mortgage brokers, systems analysts, graphic designers, copywriters, project managers, and website designers. We have the expertise to grow your business at any stage of it's development. Your wealth strategist (financial planner) leads the team who are masters of their own specialised areas and make sure that each professional is working towards a clear and shared goal.