Financial planning

for families

Who We Help


How we help

Financial Planning for the Family
Establish a family trust
Cash Flow Management for the Family
Debt Finance for the Family
Tax Planning for the Family
Estate Planning for the Family
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Why Choose Whole Wealth

Whole Wealth is a family business and so we understand the complex dynamics of the family. We also practice the financial strategies we prescribe to our clients so we know that they do work. When leveraging off each others strengths and moving in a common direction, a family can be a powerful force to be reckoned with. We have worked with and studied successful families to learn how to create a lasting legacy which can both benefit your family and the entire community.

When should a family seek financial advice?

Starting your 
for a car
Starting your 
Saving for
a holiday
Stop work due to illness or injury
Thinking about investing
Stop work due to termination or redundancy
a property
Thinking about  divorce
Moving in with your partner
Thinking about retirement
a family
Starting your own business
Getting Married

Where do I get financial advice?

Financial planning for families in Brisbane CBD

Level 3, 155 Queens St, Brisbane, QLD 4000

Financial planning for families in Sydney

Level 2, 11 York St, Sydney, NSW 2000

Financial planning for families in West End, Brisbane

MPR Room, 11 Beesley St, West End, QLD 4101

Articles for families

July 25, 2018

Given that self-managed superannuation funds (SMSFs) enjoy substantial tax concessions, it comes as no surprise that the Australian Taxation Office wants to ensure trustees play by the rules and don't take advantage of the system.

Hence the existence of independent SMSF auditors, whose role is to check compliance and maintain the integrity of the SMSF sector through yearly audits.

From July 1, 2019, this will change for eligible...

June 28, 2018

A Perth lawn bowls club that faced closure due to an ageing membership and rising costs has become a thriving community social hub, thanks in part to the conversion of some of its greens to rollerskating rinks.

Mark Cameron, the vice-president of Bayswater Bowling Club, told ABC Radio Perth Focus that closing down was a real possibility seven years ago.

"If it wasn't for the major uproar from the community in Bayswater in b...

June 27, 2018

Banks would have to bluntly warn parents planning to guarantee their children's business debts that they risk losing their home, and that many small businesses end up failing, under proposals to the royal commission.

After the commission last month delved into parental guarantees of business loans, Bank of Queensland (BoQ),  Legal Aid NSW and the Finance Sector Union (FSU) backed changes to ensure guarantors were making in...

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