Everyone’s needs are different. That’s why our approach is tailored to each and every one of our clients.
When dealing with your finances, the last thing you want is a generalised ‘cookie cutter’ approach. At WLM, we’ve built our business around our clients; putting their needs first and being independent and transparent in all that we do. That’s why we tailor our services to suit you – backed by the skills and the resources to help you navigate through the financial landscape. And we always treat your wealth with the same respect we give our own.
What makes us different?
Unlike many other financial service providers you might come across, WLM has intentionally been set up with a few key points of difference that you’ll benefit from:
- We are 100% privately 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
Our services are tailored to meet each clients needs. 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.