Independent Financial Planning in Sydney (CBD)

Financial Planning in Sydney

Whole Wealth conducts pre-booked meetings at three main locations, which are situated in Brisbane (West End), Brisbane CBD, and Sydney CBD. 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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CBD, Sydney 

Level 2, 11 York Street, Sydney, NSW 2000.


Walk through York Street and turn into the Wynyard Green Building. Proceed to the foyer and up the elevator to Level 2.


Meeting Room

This location is in the heart of Wynyard in Sydney City. It is great for people who work in the CBD and want to drop in for a meeting. Unfortunately it's not ideal if you want to drive as there is no dedicated parking. Level 2 are both equiped with air conditioned board rooms and meeting rooms with LCD televisions. There is also real Cafe standard coffee machine for the coffee lovers. We also have beer, tea, and other refreshments.