Business, work and life We like seeing clients achieve their goals.


Introducing the WLM Financial approach

At WLM Financial, 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 ways to manage money that boost the possibilities of your unique financial situation.

Regardless of age and whether you’re a business owner, employee or living from savings, we’re ready to help you create a better future. 

We take a holistic approach to accounting, tax and wealth management. Doing so can be financially beneficial and provides peace of mind. You’ll have confidence knowing that every part of your financial life is well managed.

We call it Wealth Oneness.

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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.

We work together

We are enthusiastic team players who demonstrate accountability and support others.

We make a difference

We are proactive problem solvers, with empathy and a curiosity to learn and grow.

We have fun

We get to know our peers, show appreciation, get involved in interesting work, and make our workplace a fun place to be.

We promote Wealth Oneness

We demonstrate to our clients why it’s better to have a holistic approach to managing money.


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.


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.


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.


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


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.


Experts who listen

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

Amanda Rogers


Dan McGrath


Charley Tarchichi


James Coles


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.

Our clients aim to achieve the best possible financial result, starting from where they are now and with an eye on where they want to be. From business owners to executives and employees. Individuals, families, empty nesters. People at all stages of life and work.

You can browse some of their testimonials below.

Here’s what people are saying


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