Live & Online Events

23, 24, 26, 27 & 28 April – live across Victoria at Ballarat, Horsham, Cobram, Wodonga and Wangaratta – time and venue details here

FINANCIAL PLANNING

Fee Structure

Wholistic Financial Coaching Pty Ltd operates on a Fee for Service model

To arrange a half an hour free consultation, or for more information, to determine if we can meet your needs email David Siostrom.

The advisers will be able to explain our fee schedule based on your circumstances and give you a quote for the advice.

To learn more, read our Financial Services Guide.

Wholistic Financial Solutions offer a FREE initial meet and greet with one of our experienced team for a quotation.

David Siostrom is an Authorised Representative No. 250400 of Wholistic Financial Coaching Pty Ltd Corporate Authorised Representative No. 405607 of NextGen Financial Group| AFSL 240938 | ABN 12 055 622 967

The information provided on this website has been provided as general advice only. We have not taken into account your financial situation, objectives or needs. You should therefore consider the appropriateness of the information and advice in light of your own personal situation before acting on the information provided. If the information relates to the acquisition of a particular financial product, you should obtain a Product Disclosure Statement (PDS) and consider it before making any decision.

NextGen Financial Group Pty Ltd:
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Email Address: enquiries@ngfg.com.au       Head Office: 1300 133 511