
Over 30 lenders to suit every need
























Our Services

First Home Buyers
Ready to buy your first home? Find out about the range of options available

Property Investors
Financial freedom by working towards a portfolio
Property Developers
Property development is a great way to manufacture capital growth
Insurance
As you take on more debt, it is our obligation to assess what protection

Next Home Buyers
The next chapter in your life may be building your dream home

Refinancers
Looking for a better interest rate or to use the equity in your home

Car Loans
Need assistance with a car, auto finance or commercial equipment

Your Finance Strategist
Looking for a better interest rate or to use the equity in your home


Our Process
About Wholistic Finance
We specialise in competitive mortgage finance for professionals and property investors.
By assessing your current situation, whether you wish to buy, refinance, invest, we will offer a reliable service that is built on unbiased honest advice and most importantly correct structuring options, that align with future property goals and objectives.

Why choose us as your broker

We don’t charge any fees

Investment Savvy Broker

Other lenders besides banks

We save you time

Right Deal for you

After care

What our clients are saying about us
Daks helped us refinance our home and investments loans. This eventuated in savings due to correct structuring of loans. I have recommended Daks to my friends and family
- Jayant
Daks is an extremely knowledgeable, helpful, honest, committed and transparent professional. I have an extensive property portfolio, Daks spent a huge amount of his time to understand my position, my needs and exactly what I wanted to achieve. He assessed my personal situation and took the time to find the right solution for me. Daks guided me through the process, and assisted me with the refinancing of a complex portfolio of properties. As a result of Daks' diligence and hard work, he was able to secure a much better interest rate for me as well as offer me a more suitable package that is tailored to my current investment strategy. I am ever so grateful to Daks for all of his efforts that led to him recommending this solution to me which has positively impacted by investment portfolio as well as my cash flow and bottom line.
Daks provided a very personalised, thorough and professional service. He is always very quick and responsive to any enquiries. Product comparisons were very well presented, easy to understand and well explained. I felt very looked after throughout the entire process; from the early stages when I was looking he was there when I needed, to the later stages getting final approval he was always on top of everything & happy to answer my endless questions.
- Kellie
- Alan