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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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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