Financial planning

for professionals

Who We Help


How we help

Financial planning for professionals
Debt and Financing for Professionals
Tax Planning for Professionals
Insurance for Professionals
Superannuation for professionals
Retirement advice for professionals
Investment advice for professionals
Estate planning for professionals
Tax structuring for professionals
Setup your own firm
Redundancy advice for professionals
Professional resume' design
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Why Choose Whole Wealth

Whole Wealth is a team of professionals just like yourself who excel and take pride in our skills and excellence. We hold ourselves to high standards and work hard to provide a service and experience that is unparalleled. 

When should a professional 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
Starting your Studies
Getting Married
Purchase a Property
Getting Promoted
Starting your Career
Starting a Family
Starting a Business
Stop Work (Injury/Illness)
Thinking to Invest
Saving for a Car
Considering Divorce
Terminated or Redundant
Move in with Partner
Saving for a Holiday
Considering Retirement

Where do I get financial advice?

Financial planning for professionals in Brisbane CBD

Level 3, 155 Queens St, Brisbane, QLD 4000

Financial planning for professionals in Sydney

Level 2, 11 York St, Sydney, NSW 2000

Financial planning for professionals in West End, Brisbane

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

Articles for professionals

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...

May 26, 2018

Here’s something you might not expect to hear a financial planner say: maybe repaying your debt is the last thing you should do.

We should explain. Not all debt is equal. Financial planners divide debt into two broad types: deductible and non-deductible. As these names suggest, deductible debt lets you claim a tax deduction for the interest that you pay. Non-deductible debt does not. This means that you have to pay the int...

April 16, 2018

The last person you would expect to get into $50,000 worth of debt is an accountant. But debt can sneak up on anyone.

Five years ago accountant Najlaa Neetoo was in the process of going through a divorce and had little more than $1,000 to her name.

"We did the asset settlement and I got the investment property, which now in hindsight was not a good financial move," she told Claire Hooper, host of The Pineapple Project podcast.


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