Independent Financial Advice & Planning. International Investment Advice & Management. Estate, Life & Retirement Advice & Management

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About Us

Holistic Wealth Management is an independent, fee based, financial planning and international investment management practice.

Our holistic solutions model can provide a full financial life plan or targeted advice on a specific need or objective.

Holistic Wealth Management is owned and managed by Neil Palmer. A Certified Financial PlannerĀ®, Member of the Financial Planning Institute and the Institute of Financial Markets with over 17 years experience in international and local financial planning and investment advice

Our Solutions

- Full independent financial analysis and plan using the latest in technology and global best practice.

- Identification and holistic solutioning of your priorities, medium term objectives and long term goals.

- Your personal financial life plan that will be reviewed and adjusted to your changing needs and aspirations.

- Targeted, solution specific, advice on your specific need or objective.

Holistic Solution ModelHolistic Life Stages

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Solutions Range

Through our links with a range of selected, authorised, product and service providers we are able to offer the following solutions:

International Holistic Solutions:
- Life accounts
- Retirement and pensions (QROPS, QNUPS)
- Banking and credit
- Trusts, Companies and Business Services
- Stockbroking
- Investment management
- Property advice
- FOREX
Holistic Solutions:
- Investment management
- Retirement advice, planning and management
- Estate advice and planning
- Wills
- Life, disability, income protection and accident cover
- Business assurance and Business Services
- Commercial and Residential property