Our Services
WLM Financial Services has an extensive range of services, including tax, audit, financial planning, investment, insurance, superannuation, consulting, as well as a specialist division to expressly service Self Managed Super Funds (SMSF).
Estate Planning
Asset Protection
Many people are becoming increasingly concerned about the issue of asset protection
It's all about you
WLM Financial Services (WLM) is an independently owned boutique financial services firm offering a wide range of Financial Planning and Chartered Accounting services.
With our experienced team, depth of resources at our disposal and the broad range of services we can provide clients, we believe we provide a good quality service in an independant and personal manner at an appropriate cost.
At WLM we recognise that the focus of our business is our clients. Everything we do is focused on helping our clients achieve the outcomes they are looking for in a friendly, efficient and cost effective manner. We take the time to build good working relationships with our clients and staff which in turn allows us to continue delivering good service and be relevant to clients as their life circumstances or businesses change.
Latest News
Tuesday, October 7
RBA drops rates by a full 1.00%
At its meeting today, the Board decided to lower the cash rate by 100 basis points to 6.0 per cent, effective 8 October 2008.Conditions in international financial markets took a significant turn for the worse in September. Large-scale financial failures in several major countries were accompanied by serious dislocation in interbank markets and heightened instability in other markets, including sharp falls in share prices. Official actions in a number of countries have been aimed at...
Friday, August 29
Financial year reporting for super funds
Market volatility has been front page news recently. The Australian and international stockmarkets have been subject to a range of global pressures such as the fear of recession in the US and the sub-prime mortgage ‘crisis'. Superannuation fund members have recently or will soon be receiving their reports and should be aware that the results are unlikely to be positive, and may leave some people feeling unsettled. Now is not the time to overreact to these figures.What action should you...
Friday, August 29
Interest Rates – Up / Down / Hold - What’s going on?
In February last year I fixed my own residential investment loan for 5 years at 6.99%. At the time I was worried about whether I getting the lowest possible rate and whether I had picked the correct fixed period. Rates had been going up and I was not sure how far they were going to go. When I look back now, some 16 months on and the equivalent fixed rate is 9.40% I breathe a sigh of relief.So what happened and what is going to happen?Back in 2003 the Reserve Bank of Australia (RBA) became...