Case Study: An Early Inheritance Strategy

As part of WLM’s financial planning philosophy, we sit with clients and tailor our advice to their individual goals. Part of this process is to work out their cashflow needs to live comfortably in retirement and how much they need as an asset …

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Intergenerational Wealth Transfer Tips & Tricks

Intergenerational wealth transfer is the process of passing assets, wealth, and financial resources from one generation to the next, typically from parents or grandparents to their children or grandchildren. Effective financial planning for in…

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Make sure you have your business will in place

Over the last few months, WLM has held a lot of Annual General Meeting (AGM’s) with our business clients. The purpose of the AGM is to get the client, WLM accountant and financial planner in the same room to review business cashflow and profit…

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Protect your estate from these mistakes

It’s a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas about how you would like your hard-earned wealth – your ‘estate’ – to be divided amongst your loved ones or other beneficiaries. However…

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