Wholistic Financial Solutions

Accountant

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About us

At Wholistic Financial Solutions, (which includes WFS Canberra, Wholistic Property Solutions and Wholistic Financial Coaching) you’ll find everything you need –

Tax Accountant Financial Advisor SMSF Specialist Real Estate Agent Mortgage Broker Life and Financial Coach

Wholistic Financial Solutions: Bank experience

Clients of Wholistic Financial Solutions connect to a range of banks via Xero. Wholistic Financial Solutions specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (AU)
American Express (AU)
Bendigo Bank (AU)
Commonwealth Bank CBA (AU)
IMB Building Society (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
PayPal
St George Bank (AU)
Westpac (AU)
Westpac (Australia) - Credit Card

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Wholistic Financial Solutions: Industry experience

Wholistic Financial Solutions works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Accommodation and hospitality
Construction and trades
Education
Finance and insurance
Healthcare and social services
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Agriculture

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Wholistic Financial Solutions : App experience

Wholistic Financial Solutions serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

New to Xero? Wholistic Financial Solutions can help

Xero is beautiful online accounting software for smaller businesses. Wholistic Financial Solutions can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2012

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.