Financial planning

for families

Who We Help

FINANCIAL PLANNING FOR YOUNG FAMILY
FINANCIAL PLANNING FOR OLDER FAMILY
FINANCIAL PLANNING FOR FAMILY GROUP

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 
studies
Saving
for a car
Starting your 
career
Getting
promoted
Saving for
a holiday
Stop work due to illness or injury
Thinking about investing
Stop work due to termination or redundancy
Purchasing
a property
Thinking about  divorce
Moving in with your partner
Thinking about retirement
Starting
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

 ©2016 WHOLE WEALTH

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Tax Planning for the Family