Holistic Financial Services is an authorised financial services provider
The greatest Financial Solution is to be well informed.
No one know better what you need than yourself. Your wealth & lifestyle planner will ask you questions to establish your needs and develop a financial roadmap to address those needs.
5 STEPS to FINANCIAL FREEDOM
Goal Alignment
Needs Analysis
Financial Health
Suitability Analysis
We can offer you
SOUND FINANCIAL SOLUTIONS
including
TAKING 5 STEPS to FINANCIAL FREEDOM
VISIT OUR LIBRARY FOR MORE FINANCIAL GUIDELINES
We are constantly updating our resources with the latest industry products; thus we are able to offer our clients more.
Holistic also does many financial well-being presentations and workshops, whereby we get to learn what tools people require in order to make well informed decisions.
UP TO DATE INFORMATION
We strive to keep you abreast with the latest financial news, lifestyle development opportunities and wealth creation information.
FACE TO FACE
Experience a “different approach to wealth”....
with an objective
non-obligatory consultation