Over the past few years we have noticed a significant increase in people being concerned about their finances. This is understandable given the turmoil and uncertainty in markets. The questio ..
Latest News
We all get bombarded with information from every source possible and frankly, it's too much. Even if you haven't already flicked it into spam you probably don't have time to read it. We call it Information Overload. So, on this page we've selected big picture news items we think are relevant and of interest to our clients.
Thursday, November 17, 2011
Future of Financial Advice reforms
WLM is a strong supporter of the Government’s proposed Future of Financial Advice (FoFA) reforms. The goal of the reforms is to provide a more robust and transparent financial advice industr ..
Tuesday, August 02, 2011
WLM is recognised as an FPA Professional Practice
WLM is one of the first financial services businesses in Australia to achieve the FPA Professional Practices status. With the FPA being the peak industry body for financial planners in Australia ..
Thursday, February 03, 2011
WLM is granted an Australian Credit Licence # 232512
As part of our commitment to look after our clients as much as possible WLM is really pleased to announce that we can now offer "Finance Broking" as a new service. WLM has been granted an Aus ..
1
Recent News
- Year-End Tax Tips for 2011-12
- 2012-2013 Federal Budget summary
- RBA Lowers interest rates by 0.50%
- RBA lowers cash rate by 0.25%
- Parliament passes mining tax and 12% SGC
- Economic Analysis - van Eyk Research
- Introducing WLM 'On Track'
- Taxation of Discretionary & Family Trust Income
- Future of Financial Advice reforms
- RBA lowers interest rates to 4.50%
