Confidence in your financial future.

For Individuals

The real reason people see a financial advisor

More than returns, what you’ll value most from WLM Financial’s guidance is the peace of mind that your finances are in a good place – well planned, well managed and giving you the clarity and confidence that you’re on the way to achieving your goals.

Individual Services

Financial Planning

Having the money you want, when you want it

Investment advice

Targeted investments to help achieve what you want

Super and SMSF

SMSF, retail super fund or industry fund? Get help deciding

Retirement planning

What happens when your work-related income stops?

Insurance advice

Skip the hassle of comparing insurance policies online

Estate Planning

Protecting your wealth for the next generation

Personal taxes

Pay the right amount of tax, and not a cent more

Administration

Take the hassle out of managing your financial affairs

Digital Dashboard

Tour your new personal wealth portal

Powered by live data feeds, our client wealth portal lets you see everything in one place – from cashflow to budgeting, property tax and estate planning. Take a look below.

Here’s what clients can expect from working with us.

Real listening, and ongoing support

Money is deeply personal. We take much time to understand what your money needs to be doing, then help you get there – whether it’s being able to work less, work differently, relocate, renovate, care for others or look after yourself. Being privately owned and having our own financial planning licence means that our recommendations are in your best interests, not tied to any particular products.

Always know where your portfolio’s at

Stay fully up to date about your returns and balances, thanks to our powerful analytics technology and dashboards showing you all your financial affairs at a glance. We’re fee-for-service and not commission-based, and we target after-fee returns to match your goals. That means you’ll be banking all the returns in full as you journey towards your objectives.

A quiet observation through years of guiding people’s financial decisions: Everyone worries they need more money. In fact, they need clarity and a plan.

Everyone thinks they need more money. In fact, they need clarity and a plan.

1 Discover 2 Identify 3 Strategise 4 Implement 5 Review

Client Onboarding

Where to start, and what to expect? Here’s what our process looks like.

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Client onboarding —

Questions about how it all works? You’ll have plenty of opportunities to clear them, because we help you gain complete clarity and peace of mind around how your financial affairs are structured.

Below are some important stages to begin with.

Step 1

Discover

Our first meeting explores your business or personal situation, goals and the people, technology and
other resources available to get you there.

Step 2

Identify

We’ll put together a scope of advice that addresses your priorities in the most effective way, with
fees clearly explained for the different steps. Work begins after you sign off.

Step 3

Strategise

We work with you to develop a plan to help you achieve your goals, and everything you will need to achieve them.

Step 4

Implement

Once you are comfortable with the strategy, we can help turn it into reality. Throughout, you can expect clear communications and prompt delivery at every milestone.

Step 5

Review

Together, we’ll review your plan as often you want to help you stay on track.

Individual case studies

Over the line: Rectifying a complex property transaction

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Last-hour financial planning in terminal illness

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Big-picture financial planning to protect a family’s future

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Here’s what people are saying

Wealth matters. Ask us how we can help you boost yours.

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