Over the line: Rectifying a complex property transaction
More than returns, what you’ll value most from WLM Financial’s guidance is the peace of mind that your finances are in a good place – well planned, well managed and giving you the clarity and confidence that you’re on the way to achieving your goals.
Money is deeply personal. We take much time to understand what your money needs to be doing, then help you get there – whether it’s being able to work less, work differently, relocate, renovate, care for others or look after yourself. Being privately owned and having our own financial planning licence means that our recommendations are in your best interests, not tied to any particular products.
Stay fully up to date about your returns and balances, thanks to our powerful analytics technology and dashboards showing you all your financial affairs at a glance. We’re fee-for-service and not commission-based, and we target after-fee returns to match your goals. That means you’ll be banking all the returns in full as you journey towards your objectives.
Everyone thinks they need more money. In fact, they need clarity and a plan.
Questions about how it all works? You’ll have plenty of opportunities to clear them, because we help you gain complete clarity and peace of mind around how your financial affairs are structured.
Below are some important stages to begin with.
“I have relied on Matthew and the team at WLM for complex financial advice and services for over a decade. Their knowledge and skills more than keep pace with the changes in the industry, and I know I can always rely on the team at WLM to help me keep my plans on track.”
“We have been long term clients of Amanda Rogers and her team at WLM. We have been extremely happy with the services provided and the advice received. WLM have looked after our personal, family trust & superannuation affairs efficiently and effectively. We have benefited from excellent taxation advice including real estate investment (negative gearing, land tax, property ownership, capital gains, depreciation etc), equities (Australian, overseas, corporate share options, CGT etc), superannuation (SASS and SMSF). We have no hesitation in recommending WLM for these services.”
“I came to WLM as my business was growing quickly and my personal finances were becoming more complex. I'd been avoiding taking any sort of financial advice, as I always felt the solutions offered were off-the-shelf answers. Working with Matt at WLM has been a revelation. His advice has been 100 per cent independent, yet the decisions have all been mine. I'm making informed lifestyle choices that really are in my interests, not anyone else's.”
“WLM Financial have been invaluable in assisting our small medical practice with our accounting and tax needs in particular their advice in relation to payroll and tax issues medical practices face. WLM Financial have been crucial in restructuring our business and streamlining our processes particularly with their help in implementing Xero and single touch payroll.”
“I have been a client of WLM Financial for several years, engaging them to manage and direct my personal investments including a family trust, along with all taxation requirements. I have always found their advice extremely reliable, well-researched and achieving the wealth growth I am seeking. I am very confident with their continuing management of my investments, and I can fully recommend their professional services to anyone seeking financial direction and assistance.”
“Playtika is a global gaming company with a complex corporate structure; we have offices all around the world, and players in every continent. WLM Financial has been instrumental, working with Playtika to establish it's entity in Australia over the past 4 years, helping us to overcome accounting challenges with ease. WLM is there for us with a positive, personal and helpful attitude.”
“I would highly recommend Amanda and the team at WLM Group. We joined WLM towards the beginning of our business journey after having engaged two other accountants. We have been extremely impressed with the WLM group due to their people focus, highly experienced team that provide essential small business tax advice, solutions, cashflow management and help us strategically plan. Unlike many other accountants, they are very much focused on building trusted relationships and are definitely our trusted partner in accounting and the overall financial management for our business. I have also now moved my personal tax to the firm as they have done such a good job at understanding the bigger picture of tax management from both a business and personal perspective. If you are looking for an extremely knowledgeable, professional and friendly firm that you can trust, you can’t get any better than WLM Group.”
“My wife and I have worked with Laura for many years. She has consistently provided brilliant service, excellent, sensible and up-to-date ideas, and all-round very high client satisfaction.”
“The professionalism and approachability of Sean McGowan and the team at WLM has been outstanding. They are careful to tailor their advice to our needs and goals and have been diligent in keeping us informed about our investments. We only wish we had engaged them sooner!”
“Thanks to the analysis done by Sean and the team at WLM, I’ve decided to sell some strata units and buy a property by the sea instead. Their work removed a layer of doubt that I couldn't have done myself. I'm really very grateful – thank you!”
“Everyone at WLM Financial Services has provided excellent service. From financial management to accounting requirements, most of my financial needs have been addressed well beyond my expectations. I highly recommend them to anyone.”
The information contained in the WLM website, has been prepared from a wide variety of sources, which WLM, to the best of its knowledge and belief, considers accurate. WLM does not however warrant the accuracy of the information and forecasts possibly contained in the WLM website. No visitor to the site should rely upon the information and/or recommendations contained in the WLM website. WLM strongly recommends that all prospective purchasers of securities should make their own inquiries and seek professional advice before acting on any of the information contained in the WLM website. Should you wish to seek advice, please feel welcome to contact us.
Employees or associates of WLM may hold investments reviewed in the WLM website. This should not be seen as a recommendation.
The information is current only at the time it is placed on the website. WLM is under no obligation to update the information or correct any inaccuracy, which may become apparent at a later time.
WLM grant permission to reproduce hard copies of the information for personal use only. Unless an article is sourced, or it is expressly stated to the contrary, WLM owns copyright on all information.
The information contained in this site is for Australian residents only.
This site does not provide facilities for the secure transmission of information across the Internet, and as such does not retain or record any personal information of users. We will only record your e-mail address if you send us a message. Your e-mail address will only be used for the purpose for which you have provided it and it will not be added to a mailing list or used for any other purpose without your consent.
This website links to third party sites. Please be aware that WLM are in no way responsible for the privacy or security practices on these sites. They are not covered by the policy set out here, and should instead have their own Privacy and Security Policy contained on their site, which we encourage you to read.
Liability limited by a scheme approved under Professional Standards Legislation.
WLM Financial Services Pty Limited holds an Australian Financial Services Licence(AFSL) and Australian Credit Licence No’s 232512. This may be verified independantly through the Australian Securities and Investment Commission (ASIC) or you can contact us for a copy of our licence.
For reference we have attached a copy of our Financial Services Guide (FSG).
WLM Financial Services maintains a public register of any Alternative Forms of Remuneration that are received from product providers, for any form of remuneration received of $300 in value or more. Fund Managers, Platform Providers, Representatives and other AFS Licensees maintain similar registers. As a matter of note, WLM financial planners receive remuneration by means of salary and do not receive any additional commission or bonus from product providers.
This register is available for inspection on can be supplied within 7 days upon request. WLM also maintains a Conflict of Interest register.
Important Note: Not all people employed by WLM are authorised to provide advice under our AFSL so you should confirm that any advice received comes from an appropriately authorised person.
If you have any complaint about the service provided to you, you should take the following steps:
Australian Financial Complaints Authority*
GPO BOX 3
Melbourne VIC 3001
Phone: 1800 931 678
* WLM Financial Services Pty Ltd is a member of this complaints service.
If you have any further questions about the financial services WLM Financial Services Pty Ltd provides, please call us on 02 9221 7777.