Who We Are: Our Story, Mission & Values
Olistica Wealth Group was founded by Jacob Aaslund, a financial adviser driven by the belief that financial planning has the power to transform lives. Since starting his career in 2008, Jacob realised that many traditional approaches weren’t addressing what clients truly needed—personalised, thoughtful advice that aligned with their dreams and aspirations. Though Jacob found success in the industry, he knew there was more he could do.
In 2024, Jacob took a bold step forward, breaking away from the old ways of working with clients to create a fresh approach. In 2025, Olistica Wealth Group was born, built to serve young professionals in the wealth-building phase—those with big ambitions but often overlooked by traditional financial services.
Our firm is committed to helping clients make smart, strategic decisions that not only support their financial goals but also give them confidence and control over their future.
We believe in building lasting, client-focused relationships that turn financial dreams into achievable realities. With Olistica Wealth Group, you gain a dedicated team to support you every step of the way.
If you’re looking to turn any of the following dreams into reality, Olistica Wealth Group is here to help. Our expert team will provide the guidance and strategies you need to achieve your goals.
Financial Freedom from Debt
Imagine a life free from the burden of debt. We’ll help you develop a plan to pay off your mortgage or other debts, so you can enjoy more of what you earn and build your future with confidence.
A Thriving Investment Portfolio
Grow and diversify your investments to build wealth that supports your life’s aspirations. Whether you’re planning to go on that dream holiday, buy a new car, or renovate your property, a well-managed portfolio gives you the financial freedom to achieve these goals. With our expert guidance, you’ll create an investment strategy that not only aligns with your current objectives but also safeguards against unexpected events like job loss and prepares you to transfer wealth to future generations.
A Secure and Comfortable Retirement
Ensure you have the assets and income you need to live the retirement of your dreams. We’ll help you plan so that your retirement is not just comfortable but also free of financial worries.
Protect What Matters Most
Be ready for whatever life throws your way with the right insurance in place. We’ll ensure you and your family are protected against life’s uncertainties, so you can move forward with peace of mind.
Owning Your Dream Home
Whether you’re buying your first home or upgrading to a new one, we’ll guide you through the financial steps. You’ll feel confident and prepared to purchase the perfect place for your family.
Building Wealth Through Property
Make strategic property investments to grow your wealth. With our expert advice, you’ll build a solid real estate portfolio that supports your long-term financial goals.
A Clear and Achievable Budget
Gain control over your finances with a budget that works for you, not against you. We’ll help you create and stick to a financial plan that supports your spending needs and future savings.
Starting or Growing Your Family
Prepare financially for the joys and responsibilities of raising a family. We’ll help you plan for every stage, from childcare to education, so you’re never caught off guard.
Living Life on Your Terms
Achieve the flexibility to live the life you want, whether that means traveling, starting a new venture, or simply enjoying more free time. We’ll create a financial plan that supports your unique vision for the future.
Confidence in Your Financial Future
Be proactive about building a strong financial foundation that supports your dreams. We’ll work with you to develop strategies that give you the confidence to pursue your goals with clarity and purpose.
Impact
We’re here to do more than manage your finances—we’re here to create a lasting impact on your life. Every decision we help you make is driven by what matters most to you, ensuring both financial growth and personal fulfillment.
Transparency
We believe in complete openness, providing clear, honest communication with no hidden agendas. You deserve to understand every decision and recommendation, putting you in full control of your financial journey.
Aspiration
Every financial journey begins with a dream. We help you turn your aspirations into actionable milestones, ensuring that the path to achieving your goals is both exciting and rewarding.
Liberation
Financial success should bring freedom, not stress. We work to liberate you from financial worries, giving you the clarity and confidence to live life on your terms.
Integrity
We uphold the highest ethical standards in everything we do, ensuring that honesty and fairness guide our actions, always putting your best interests first.
Accountability
We take responsibility for delivering on our promises and helping you stay on track. With consistent support and follow-up, we ensure your financial goals are met every step of the way.