The Right FINANCE Strategy

Wholistic Financial Solutions can help you with

The Right Finance

For all your property investment needs

Who are we and what gives us the Right to charge for our recommendations:

We have state of the art software that enables our experienced mortgage consultants to sort between thousands of products on the market and compare things such as interest rate, fees and charges, establishment fees, deferred establishment fees, early exit and early discharge fees, etc and then determine the best product for ‘You’ and ‘your strategy’.

We are fully qualified, fully trained, Accredited Mortgage Consultants, registered with MFAA, licensed by the Department of Fair Trading and registered with the Credit Ombudsmen (COSL). We are therefore able to understand all the complicated terminology and fine print. We translate this into plain English and explain it in a way that you can understand how it relates to your situation.

We also keep your Strategy in mind and ensure that the loan we are recommending is right for your long term goals.

We also keep your tax situation in mind and ensure that the loan is structured correctly for tax minimization. We are CPA and NTAA Public Practicing Accountants, Licensed Tax Agents, Master Degree qualified specialists in Taxation Law, with over 30 years experience in Taxation law and Property Development and Investment.

What’s more - 10% of the trail commission helps Australia’s homeless.

We are not just committed to making your dreams come true but we also want to help all Australian’s live a better lifestyle, particularly the homeless.

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