Key Focus
Transparency
We build lifetime relationships with our clients and highly value recommendations and referrals – That is what our business is built on. We achieve this by being transparent and ensuring you understand the process every step of the way.
Friendly Helpful Service
It’s no secret - the heart of a successful company business model is in the level and detail of customer service. We believe this entirely and therefore provide timely, accurate communication with a high sense of urgency at all times.
Whether it be as simple as a phone enquiry or as engaging as a catch-up over coffee you will always experience friendly helpful service.
Quick Turnaround times
We are a milestones and target driven company built on recommendations and referrals of satisfied clients. We understand the importance of quick turnaround times as in many cases it can be crucial to one’s decision or situation.
Wholistic Finance operates 7 days a week, during and outside of business hours, including weekends
Experienced Team of Professionals
At Wholistic Finance you will experience the professionalism of a solid team that has worked together and invested in property for many years. This is where our experience pays off for you.
Daks Vyas is a CPA qualified Accountant with extensive experience. He has decades of personal experience in the property market and owns a large property portfolio. Daks is highly regarded among his peers and our clients benefit from his wealth of knowledge and expertise. He can work with your Accountant or Financial Planner to provide you with tax effective structure advice.