Independent Financial Planning in Brisbane (West End)

Whole Wealth conducts pre-booked meetings at three main locations, which are situated in West End, Brisbane CBD, and Sydney (Ultimo). We do not encourage walk in visits as most of our staff work remotely from different locations in Australia.

We can arrange for meetings to be held at your home, pending your location of course! These visits are subject to the strategist's ( financial adviser or financial planner) availability. 

To book a meeting, click the "Book It" button or call us on 07 3535 0694. 

To make an enquiry, fill out the form below or call us on 07 3535 0694.

The first stage of the advice journey. We establish your vision for your future by uncovering your values and setting your goals. Now we understand the destination we plo...
2 hr

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West End, Brisbane

Multi-Purpose Room,11 Beesley Street, West End, QLD 4101.


Turn into the Light and Co parking before approaching the gate. Once at the parking lot, contact us to let you into the facility. 

Meeting Room

This location is a stone throw away from the city and is ideal for people looking to drive in and park for a meeting.  It's spacious area make it a great place to host extended family meetings with room and facilities for the children. It is great to hold presentations with a comfy lounge and high definition projector. It is also equiped with air conditioning, with a kitchen and fridge for refreshments.