Live & Online Events

6:30pm AEDT Thurs 21 Nov – FREE online Q&A with Cass – click here to join or enter Meeting ID 421 928 057 814 Passcode oXKb2z

Sat 7 Dec‘Ideas for Uncertain Financial Times’ seminar with Cass, Mt Gambier, South Australia (more details coming soon)

12:30pm AEDT Thurs 16 Jan – FREE online Q&A with Cass – click here to join or enter Meeting ID 462 500 612 451 Passcode SmrGWX

*all times AEDT (Canberra time)

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