The Right BUSINESS Advice

Wholistic Financial Solutions can help you with

The Right Strategy

For all your property investment, tax & superannuation needs

First we help you develop the Right Strategy. Our first interview will involve delving into everything about you that we need to know to determine your what, why and how factors and ensure that you, and we, fully understand your goals.

This is not the end of the process but just the beginning as we will conduct regular reviews to ensure you are still on track to achieving your goals and re-orientate you if you have gotten off the track.

Our aim is to work with you on your strategy for the rest of your life.

For the readers of our report we are offering a 1/2 hour strategy consultation free of charge. We will use this consultation to meet with you and gather all of the information we need to prepare a Plan which puts your individual strategy into a plan that takes into account the right structure for your future, the tax implications, your short and long terms goals and the steps you need to take to get the process started.

You can also get a chance to meet with us and determine whether you trust us enough to be your long term property, finance, tax and superanuation advisors.

WFS Canberra has also become a MYOB LiveAccounts adviser.


Introducing MYOB LiveAccounts®
MYOB has a new online accounting solution called LiveAccounts. Designed for sole traders, startups
and smaller businesses, LiveAccounts is an easy to use solution for creating invoices, tracking
expenses, paying employees and managing GST, online.

Using LiveAccounts you can:
- access your accounts anytime, anywhere

- link your bank and credit card accounts to save time on data entry

- forget about installing updates and backups – MYOB takes care of that

- give others access (including us) to help with your accounts

We’ve looked at LiveAccounts and for just $25 per month (incl GST) we think it’s a great solution for
smaller businesses.  
If you would like to know more or take a free 30 day trial, visit the LiveAccounts website at or contact our office.


WFS Canberra now has Xero certified advisers


For any further information please contact Lexie on or 02 6162 4546


Business Consulting Services and Business Coaching Programs in Canberra


Wholistic Financial Solutions offers business consulting services and coaching programs to help you increase the value of your business.


Please enter your contact details below:

* Required


Captcha Image