WLM Financial Services Pty Ltd Information

WLM Financial Services is a privately owned and licensed business that provides a comprehensive range of personal and business advisory services. Our core areas are: Financial Planning, Chartered Accounting, Tax Compliance, Tax Advisory and Wealth Management. Our services are tailored to meet each clients needs. * Financial Planning includes: Strategic Advice, Goals Based Investment Advice, Superannuation / SMSF, Retirement Planning, Insurance, Home/Investment Loans * Accounting includes: Tax Returns, Tax Advice, Business Advice, Systems & Controls, Valuations, SMSF’s, Audit * Wealth Management includes: Investments, Super, Risk Management, Cash Flow & Banking, Asset Protection, Estate Planning. We can provide broad based advice covering most aspects of a person’s or businesses finances, or we can provide specific advice, limited to a particular need. WLM has intentionally been set up with a few key points of difference: * We are 100% independently owned * We operate on a Fee-for-Service basis – not commissions * We have no restricting ties with any institutions