Stop Sabotaging Your Wealth

Are you stuck in a financial rut?

Do you KNOW there is a better, smarter way to use your money to get ahead in life but just aren’t sure how?

Is the information available too confusing and overwhelming to grasp easily?

Catherine Smith understands and will give you the breakthrough you are looking for. Imagine how good it will feel to have your financial life in order and your money working for you instead of against you.

When is NOW a good time to change your life for the better?

Wholistic Financial Solutions

With over 20 years professional experience in accounting, taxation, business, self-managed superannuation funds, finance and property investment, Catherine Smith of Wholistic Financial Solutions will help clarify your current financial position and set you on the path to wealth.

What will your Personal Wealth Coaching Breakthrough Session include?

Your Financial Breakthrough Session with Catherine Smith will be face-to-face, on Skype or over the phone depending on your location and availability. Your session will range from 90 mins to two hours. It will be entirely tailored to your individual situation and will cover the following elements:

  • Get clear about where you want to be financially – for the rest of your life.
  •   Assess exactly what is and isn’t working for you right now.
  • Get specific strategies to get you on track to where you want to be.
  • Begin, or accelerate your investment strategies.

  This session is valued at $1,100

 

WFS CanberraShort term plan*: This plan will have you launching into wealth quickly and easily.

Valued at $550

Long term plan*: Achieve the goals specified in your Personal Financial Breakthrough Session with this tailored guide to success.
Valued at $550

* These plans are basic, realistic plans not Statement of Advices Your Follow Up Session To Make It Happen!

 

Having a plan is important but a plan is just an idea unless it is put into action. In this follow up session, Catherine will help you overcome what is holding you back and get started! The follow up session will cover:

  • Specific strategies on how to reduce your debt.
  • Practical methods to create savings.
  • Investment paths to suit your budget and your personality – shares, property, superannuation, business.
  • Specific strategies to save tax.
  • Specific strategies to start your investment.
  • Motivational and wealth creation strategies of the wealthy.

  This session is valued at $1,100

 

  • Your financial breakthrough session
  • Short term plan
  • Long term plan
  • Your follow up session to make it happen

This Personal Wealth Coaching Breakthrough Package is valued at $3,300.

Today’s price is $2,797

 

or 12 monthly installments of $297

 

Catherine Smith Catherine Smith

B.A. Comm., M. Tax, N.T.A.A., Dip (FP), Dip (MB), Dip (RE), J.P.
Accredited Property Investment Advisor (PIPA), Recognised Tax Specialist, Registered Tax Agent and Public Practicing Accountant.


“I qualified as an Accountant in 1992. I recall lining up for my degree thinking to myself ‘why did I study Accounting – I would have preferred to do Psychology’. I wanted to be in a professional that involved helping people and didn’t see how crunching numbers fit in with that desire. However, I continued with study in financial areas including a Masters Degree in Taxation, a Diploma of Financial Planning, a Diploma of Finance, a Diploma of Real Estate and a Diploma of Property Advice. During this time I worked for the Australian Taxation Office as an Auditor and Fraud Investigator for 11 years before opening my own practice in 2002.

I completed extensive personal development courses including Crossroads I & II, Being Empowered through Service Training (BEST) and Beyond the Edge (BTE). I then went onto complete the Christopher Howard Academy of Wealth & Achievement which was focussed on qualifying to be a Results Coach, NLP practitioner and Presenter. Combining all of the above financial and personal development courses together I guess I can be best described as a ‘Wholistic Financial Coach’. My passion is assisting clients create wealth and protect wealth for their future and future generations. This passion is displayed through my ‘Wholistic’ approach to financial advising.”