We prefer to let our actions do the talking. But here’s what some of the people we work with had to say about us.

“My wife & I have worked with Laura for many years, and she has consistently provided brilliant service, excellent, sensible and up to date ideas and all-round very high client satisfaction.”

Andrew Mc.

"I have been a client of WLM Financial Services Pty Limited for several years during which period they have managed and directed my personal investments including a family trust and all taxation requirements. In every aspect I have always found their advice extremely reliable well researched and achieving the wealth growth I am seeking. I am very confident with their continuing management of my investments and I would have no hesitation in recommending their professional services to anyone seeking financial direction and assistance."

Geoff H.

"I have relied on Matthew and the team at WLM for complex financial advice and services for over a decade. Their knowledge and skills more than keep pace with the changes in the industry, and I know I can always rely on the team at WLM to help me keep my plans on track."

James L.

"Everyone at WLM Financial Services has provided excellent service. From financial management to accounting requirements, most of my financial needs have been addressed well beyond my expectations. I highly recommend them to anyone."

Pella S.

"The professionalism and approachability of Sean McGowan and the team at WLM has been outstanding. They are careful to tailor their advice to our needs and goals and have been diligent in keeping us informed about our investments. We only wish we had engaged them sooner!"

Sandra & Greg

"I came to WLM as my business was really growing quickly and my personal finances were becoming more complex. I'd been avoiding taking any sort of financial advice as I always felt the solutions offered were 'off the shelf' answers. Working with Matt at WLM has been a revelation. His advice has been 100% independent, yet the decisions have all been mine. I'm making informed lifestyle choices that really are in my interests, not anyone else's."

Scott L.

Our Team Financial Planning WLM in the Media