Currently not taking any new retail clients, if you would like to join our wholesale waiting list please email office@holisticprivatewealth.com.au
At Holistic Private Wealth, all of our Senior advisers are also accountants and tax agents, making holistic a unique proposition in the financial advice realm.
We offer a full range of individually tailored investment solutions for all our clients from Private Wealth Investment Management to Superannuation and Self Managed Superannuation (SMSF) Specialist Advice
Our Services
Our Services include Private Wealth Management, Superannuation Advice, Retirement Planning and Strategy Advice, Taxation Consulting, Direct Property Research, Estate Planning, Direct Shares, Managed Funds, Investment Platforms and Insurances.
Our Mission?
Our mission is to assist our clients in making intelligent investment and financial decisions through professional relationships based on uncompromising honesty, trust, and personalised service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritise and achieve their life goals.
Our Practice
Our Office is located at 183 Rouse Street, Port Melbourne, 3207.
Read about our services and see if there is anything we can help you with.