WLM Financial Services is an independently owned and licensed business that provides a comprehensive range of personal and business advisory services.
Our three core areas are: Financial Planning, Chartered Accounting and Wealth Management.
Our services are tailored to meet each clients needs.
* Financial Planning includes: Strategic Advice, Investment Advice, Superannuation / SMSF, Retirement Planning, Insurance, Home/Investment Loans
* Accounting includes: Tax Returns, Tax Advice, Business Advice, Systems & Controls, Valuations, SMSF’s, Audit
* Wealth Management includes: Investments, Super, Risk Management, Cash Flow & Banking, Asset Protection, Estate Planning.
We can provide broad based advice covering most aspects of a person’s or businesses finances, or we can provide specific advice, limited to a particular need.
WLM has intentionally been set up with a few key points of difference:
* We are 100% independently owned
* We have our own Australian Financial Services Licence and Australian Credit Licence (No’s. 232512)
* We operate on a Fee-for-Service basis – not commissions
* We have no restricting ties with any institutions
Specialties
Chartered Accountant, Certified Financial Planner, Registered Auditor, SMSF Specialist
