We like seeing clients achieve their goals.

Difference

Introducing the WLM Financial approach

Everyone has a different wealth background. But we all appreciate how wealth impacts our future. Stability, legacy, certainty, freedom, strength – wealth drives some powerful possibilities. These go far beyond the worth of a prestige car or blue-chip property.

At WLM Financial in Sydney, we have a near three-decade track record of helping people manage and grow their money. By combining accounting and financial planning under one roof, we create simpler and more robust portfolios for each client, boosting clarity around their unique financial situation. That in turn varies depending on whether they’re 30 or 50, employees or entrepreneurs, spenders or savers, cashflow-conscious or returns-ready.

We call it wealth oneness.


What's our story?

The values that bring our team together

Over nearly three decades of delivering outstanding client results, we’ve been fuelled by a consistent set of shared values.

Generous

We take care to understand our clients’ needs, and do everything we can to help.

Team minded

We collaborate to achieve our clients’ goals, right across the business.

Principled

We’re transparent, reliable and communicative, because integrity matters to us and our clients.

High-achieving

We work hard to create sound approaches that bring clients the best results.

Innovative

We push ourselves to innovate, be proactive and continuously improve.

Background

What’s our story?

Long before the current firm launched in 2005, several of our founding directors met and started to collaborate.
We referred one another clients, pooled resources, shared ideas and ultimately transformed our clients’
wealth-bases in that time.

1990

Senior WLM director Geoff Walker and his business partner open the doors of Walker Laanemaar Chartered Accounting. Their clients gain direct access to a highly experienced team, having experience at major accounting firms in Australia and abroad.

1997

Two of our other founding directors open their separate consultancies: financial planners Laura Menschik with her Millennium Financial Planning, and Matthew Walker with Danebury Financial Group. Close to a decade of collaboration follow between the three firms, thanks largely to a shared philosophy on wealth-building and client care.

2005

The multidisciplinary WLM Financial of today is established, delivering its clients the combined power of accounting services and financial planning under the one roof.

Today

With a growing team, new technology uptake and solid commitment to our original values, WLM is a name to watch in the accounting and financial services sector.

We believe in handshakes. We like meeting people. We’re big on deep listening, and we’re set on meeting real needs.

People

Experts who listen

Meet the leadership team that works together to guide the shape of every client account.

Geoff Walker

Director

Laura Menschik

Director

Amanda Rogers

Director

Matt Walker

Director

Sean McGowan

Director

Stephen Buhlman

Director

Dan McGrath

Director
LET'S DISCUSS YOUR FINANCIAL GOALS
Wealth Oneness Reporting Packs

All of your financial information in one simple place. Updated quarterly.

Your business data has the power to guide massive decisions. But that’s only possible when everything is well organised, linked to real goals and supported by capable decision-making.

Our Wealth Oneness Reporting Packs ensure that’s the case from both a business and personal perspective. We start by helping you set and commit to specific and measurable goals, so you know exactly what business and lifestyle changes you might need to make and over what timeframe. We then make these tangible by setting your targets in our reporting systems.

Our quarterly packs present you with all of these metrics at a glance, sourced from a range of digital wealth-trackers – from your business budgets and KPIs to personal and family cashflows and asset positions. Know immediately where you spent the most, whether you can start that new project, or which levers you need to change so you can stay on track with your objectives.

Throughout, you’ll have the support of our expert, caring and collaborative accounting and finance advisers.

Clients

Are you looking for your financial tribe?

You’re probably an ambitious person looking for the answers to financial questions with life-changing implications. If so, you’ll fit right in with our client base.

All actively interested in understanding how their money works, our clients represent a broad demography: from first home-buyers to entrepreneurs, executives, downsizers and lifestylers of all ages.

You can browse some of their testimonials below.

Here’s what people are saying

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