There's only one way there - yours

There's no one generic solution to meet your financial needs. As your current position and future intentions are unique, so are the answers we provide. We bring a variety of experts to the table to advise you on which path to take - so you'll never be given prescriptive, production-line advice. Instead, you'll get truly independent, tailored plans and strategies. And a clear way forward.

We provide a proven suite of accountancy services, as well as smart, insightful and refreshingly proactive advice in financial planning. And we maintain one simple and enduring philosophy - treating your wealth with the respect we would our own.

Our Certified Financial Planners^TM (CFP's), Self Managed Superannuation Fund Specialists^TM and Life Risk Specialists work with successful individuals such as senior executives, professionals and business owners. We advise on how to manage wealth and protect families in the most effective way using a range of different strategies or products. This can involve more sophisticated strategies or vehicles such as Self Managed Super Funds, Family Trusts, Partnerships or other entities.

Our Chartered Accountants work with the family groups of senior executives, entrepreneurs or professionals as well as service businesses ranging from small private companies to larger listed groups.

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© WLM Financial Services
Phone: 02 9221 7777
Fax: 02 9221 7900
Email: ca@wlm.com.au
Level 12,
84 Pitt Street,
Sydney NSW 2000