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How we help
Setting your goals is the first and most important step of the process.
Once we understand our targets, we can start a plan to move you towards achieving them.
SET YOUR GOALS
Once your goals are set, we run projections on a range of different scenarios and financial strategies and compare the outcomes against each other.
You will then select the strategy that best suits you.
BRAINSTORM STRATEGIES TO ACHIEVE YOUR GOALS
How much you need so you can retire or make work an option, depends on your goals, when you plan to retire, how much you want to spend, how much risk you want to take, and when you want the money to run out.
We do the numbers and provide the answers
CALCULATE HOW MUCH YOU NEED TO RETIRE
Alternative strategies
DOWNSIZING YOUR HOME
In most cases when it comes to pure tax effectiveness, super is hands down the best game in town for retirement.
But there a lot rules to consider that change every few years. We keep you up to date while
SUPERANNUATION ADVICE
No one likes to contemplate their own death, however it important to think about how we would want our assets to be distributed when we pass.
We give you the strategies that are most likely to fulfil your final wishes.
REVERSE MORTGAGES
Knowing when you can retire or make work an option, is a difficult question to answer.
We crunch the numbers to help explain when you can retire and when you should retire.
CALCULATE
WHEN YOU CAN RETIRE
The Age Pension is the final safety net for most Australian retirees. The amount of Age Pension you can receive is based on your an Income and Assets Test.
We develop strategies to maximise your entitlement so you eating into less of your own savings or investments.
AGE PENSION ADIVCE
Aged Care is a hard transition at the best of times. It is something that we need to face and plan so our family aren't paying the price.
Like superannuation, the rules have changed and will likely in the future. We keep on top of these changes to make sure you are in the best possible position in your final years.
AGED CARE ADVICE
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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.
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Where do I get <service> advice?
Level 3, 155 Queens St, Brisbane, QLD 4000
<service> in West End, Brisbane
MPR Room, 11 Beesley St, West End, QLD 4101