A SUPER way to save tax

I hope you all had a prosperous 2023 Financial Year. At WLM, we spent a lot of time with our clients working on strategies to save tax in the lead up to 30th June.

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SMART Financial Planning for FY 2024

As we come to the end of the 2023 financial year, I hope you have all had a successful year. It is never too early to look at the year ahead and set financial goals. When setting your financial goals, it’s important to make them “SMART”: Speci…

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Market Report by Dr Jerome Lander, Dynamic Asset

The most recent update from Dr Jerome Lander is a compelling watch. Investment markets have started the year strong. However, Dr Lander points out, we still face several domestic and overseas challenges. Are markets not factoring in the high r…

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