WHOLE WEALTH IN THE COMMUNITY
At Whole Wealth we are proud of the good work we do everyday with our clients by helping them achieve their goals and what they value in life.
We also like to keep active in community by helping in anyway we can. We use our expertise in finance to help the wider community.
PRO BONO ADVICE
The Pro Bono Financial Advice Network (PFAN) is an industry wide collaboration that connects financial advisers willing to provide Pro Bono advice to Australians in times of financial hardship, specifically personal health crisis.
Through the Pro Bono Financial Advice Network, advisers will work with people with MS and other PND in Queensland to improve their understanding of financial issues and to help give them peace of mind about their financial future. Diagnosis of MS or another progressive neurological disease (PND), or a sudden worsening of symptoms can be a stressful time both emotionally and financially, which is why this service is so important.