Over the line: Rectifying a complex property transaction

Our client, a successful business owner, had purchased a property to knock down and redevelop as a new family home, intending to sell the current family home once the development was complete. She contacted us to arrange the finance, as we’…

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Last-hour financial planning in terminal illness

Planning bright futures together with clients is something we genuinely enjoy. However, in some very unfortunate cases, we know from the outset that the work is intended to bring closure to their affairs. 

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Big-picture financial planning to protect a family’s future

Goals-based financial planning is a signature of our service at WLM, because it involves much more than the numbers – it also explores measures that provide security and protection against unexpected life events. Sadly, and too often, we he…

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