Complaints & Disputes

At Invest Wholesum, we are committed to helping you and doing what’s right.

We care about what you think and welcome your compliments, suggestions, and complaints.

If you are dissatisfied with us, a service, product, staff, or the handling of a complaint, and you need a response or resolution, then you have a complaint.

How to lodge a complaint

You can let us know about your dissatisfaction with us, our staff, service, product, or our complaints handling process in whichever way is best for you:

Phone us on + 61 2 6190 9626

Write to us at 903/50 Clarence St Sydney NSW 2000


Through our online feedback form (see below)

This field is for validation purposes and should be left unchanged.
You can also use these contact methods if you would like further information about our complaints handling process.
Information we need

If your feedback is about a complaint, we will ask for certain information from you, including:

  • your name
  • your contact details
  • how you prefer to be contacted
  • a description of your complaint, and
  • how you would like the complaint resolved.
When to expect a response
We work proactively to investigate and resolve complaints as quickly as practicable, and many complaints can be resolved within days or on the spot.

Where a complaint cannot be resolved immediately, we will:

  • acknowledge your complaint generally within 24 hours, and
  • give you the contact details of the person responsible for dealing with your complaint.

The person responsible for dealing with your complaint will commence their investigation and:

  • may contact you for further details
  • keep you informed about the status of your complaint at different times
  • let you know the expected timeline for your complaint to be resolved, which may be up to 30 calendar days
  • your role in getting the complaint concluded, if applicable
  • when they complete their investigation, contact you about the outcome, and any resolution that may be available to you where applicable.

Where your response cannot be resolved within 30 days, we will be in contact with you.

If you are still unhappy

If you are not satisfied with our we handle your complaint, you can contact our Australian Financial Services Licensee Boutique Capital Pty Ltd by:

Mail: Boutique Capital, Suite 211, 3 Eden St, North Sydney NSW 2060.