“I have been a client of WLM Financial for several years, engaging them to manage and direct my personal investments including a family trust, along with all taxation requirements. 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 can fully recommend their professional services to anyone seeking financial direction and assistance.”

“I came to WLM as my business was 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 per cent independent, yet the decisions have all been mine. I'm making informed lifestyle choices that really are in my interests, not anyone else's.”

“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.”

“Playtika is a global gaming company with a complex corporate structure; we have offices all around the world, and players in every continent. WLM Financial has been instrumental, working with Playtika to establish it's entity in Australia over the past 4 years, helping us to overcome accounting challenges with ease. WLM is there for us with a positive, personal and helpful attitude.”

“We have been long term clients of Amanda Rogers and her team at WLM. We have been extremely happy with the services provided and the advice received. WLM have looked after our personal, family trust & superannuation affairs efficiently and effectively. We have benefited from excellent taxation advice including real estate investment (negative gearing, land tax, property ownership, capital gains, depreciation etc), equities (Australian, overseas, corporate share options, CGT etc), superannuation (SASS and SMSF). We have no hesitation in recommending WLM for these services.”

“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.”

“WLM Financial have been invaluable in assisting our small medical practice with our accounting and tax needs in particular their advice in relation to payroll and tax issues medical practices face. WLM Financial have been crucial in restructuring our business and streamlining our processes particularly with their help in implementing Xero and single touch payroll.”

“I would highly recommend Amanda and the team at WLM Group. We joined WLM towards the beginning of our business journey after having engaged two other accountants. We have been extremely impressed with the WLM group due to their people focus, highly experienced team that provide essential small business tax advice, solutions, cashflow management and help us strategically plan. Unlike many other accountants, they are very much focused on building trusted relationships and are definitely our trusted partner in accounting and the overall financial management for our business. I have also now moved my personal tax to the firm as they have done such a good job at understanding the bigger picture of tax management from both a business and personal perspective. If you are looking for an extremely knowledgeable, professional and friendly firm that you can trust, you can’t get any better than WLM Group.”

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

“Thanks to the analysis done by Sean and the team at WLM, I’ve decided to sell some strata units and buy a property by the sea instead. Their work removed a layer of doubt that I couldn't have done myself. I'm really very grateful – thank you!”

“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!”