WHAT WE DO
Whole Wealth provides threes types of services, Whole Financial Advice, Limited Financial Advice and Special Services. Our expertise range from cash flow management, investment portfolio construction and management, insurance and risk management, superannuation and retirement planning, retirement income streams, tax and structuring, business advisory, family wealth management, social security advisory, and estate planning.
Our Holistic Approach is a comprehensive five stage process which will achieve the best outcomes for you our clients. It is a top down analysis of your financial circumstances, values, and goals. We map out clear decisive steps you will need to take to achieve your goals. We recommend this approach for two main reasons:
The value of advice is in the long term relationship between the client and the adviser. The only thing constant in life is change and having your financial planner when things do change will keep you on track to achieve your goals.
The process allows us to examine the whole picture and fix any systemic problems. Your personal finance are all interlinked and neglecting even just one area will have a negative impact on the rest of your finances and ultimately your goals in life.
Limited Financial Advice is one off advice which is directed at a specific aspect of your financial situation. Our services can address cash flow and debt management, investments, superannuation, self-managed super funds, insurances, small business establishment, expatriates, social security, and estate planning. These services are suitable for some clients however usually only treat a symptom rather than the systemic causes of your problems.
Special Services are a collection of services that don't fit into traditional personal advice category. These consists of group presentations, financial literacy for school, resume design, website building, graphic design, and many more.