“MY passion has always been to help clients improve their overall wealth,” says Catherine Smith, CEO of Wholistic Financial Solutions.
Catherine says Wholistic Financial Solutions has everything her clients need, with a team of 20 including tax accountants, financial advisers, SMSF specialists, real estate agents, mortgage brokers as well as a life and financial coach.

“We offer solutions that cover the whole of a client’s financial life, including their tax affairs, financial planning, mortgages, properties, superannuation and insurances,” she says.
Having worked in the financial industry for 30 years, Catherine says she loves seeing clients’ overall financial position improve year after year through the holistic advice that her firm offers.

“Many clients come to us with no idea where to start or a feeling that they are lost or stuck in the financial maze,” she says.
“Because we offer advice across all financial industries, no matter where a client is up to on the journey, we are able to assist.”

Wholistic Financial Solutions, Unit 4/6 Pelle Street, Mitchell. Call 6162 4546, email reception@wfscanberra.com.au or visit wfscanberra.com.au