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Why is Tax Planning important

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Why use Whole Wealth

Like all our services, we provide a tailored solution for our clients. We learn about who you are and what's important to you. We help you set your goals and them we match them with your financial strategies.

We are a technology firm as much as we are financial services company. We are continuously looking for ways to improve our services and make our clients lives easier and better.

Our fee structure is transparent and is based on the value we add to you and your financial situation. 

<Service> Articles

November 15, 2018

Planning for a fulfilling retirement just got a little simpler: Hundreds of retired physicians have shined a light on what makes them successful, satisfied and confident in this stage of life.

More than 1,200 retired physicians were surveyed for the “2018 Report on Retired Physicians” and shared what makes for a successful physician retirement. The report found that the majority of retired physicians—80 percent—have a satisfyin...

October 29, 2018

In communities across Australia, the old guard of general practitioners (GPs) are retiring and it is unclear who will take their place.

These new vacancies can take years to fill and on South Australia's Eyre Peninsula, there are so many vacancies for GPs that the situation has become critical.

"The shortage of health professionals across the Eyre Peninsula is at crisis point now," Wudinna GP Scott Lewis said.

"We've had communit...

A fintech firm has launched what it claims is the UK’s first “free and independent Financial Planning app for freelancers and self-employed people.”

The app, which will be launched by Multiply this month, was said to provide self-employed people with “a simple way to get on top of their finances and plan for the future.” 
 
The UK has seen a surge in flexible working, and significant growth of the gig economy in recent years, w...

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