WLM Financial Services is a privately owned and licensed business that provides a comprehensive range of personal and business advisory services.Our three core areas are: Financial Planning, Chartered Accounting 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 have our own Australian Financial Services Licence and Australian Credit Licence (No's. 232512)* We operate on a Fee-for-Service basis – not commissions* We have no restricting ties with any institutions

Website: wlm.com.au

Employees: 20 - 49

HQ:

Location: Dawes Point, NSW, AU

Revenue: 2.5 - 5 Million

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WLM Financial Services Pty Ltd is a privately owned and licensed financial services company located in Dawes Point, Sydney, Australia. With a team of experienced professionals, WLM provides a comprehensive range of personal and business advisory services, including financial planning, chartered accounting, and wealth management. Their services are tailored to meet each client's unique needs and goals, and they operate on a fee-for-service basis, rather than commissions. WLM's financial planning services include strategic advice, goals-based investment advice, superannuation and SMSF management, retirement planning, insurance, and home and investment loans. Their accounting services include tax returns, tax advice, business advice, systems and controls, valuations, SMSF's, and audit. Wealth management services include investments, super, risk management, cash flow and banking, asset protection, and estate planning. WLM has intentionally been set up with a few key points of difference. They are 100% independently owned, have their own Australian Financial Services Licence and Australian Credit Licence, and operate on a fee-for-service basis. They have no restricting ties with any institutions, allowing them to provide broad-based advice covering most aspects of a person's or business's finances, or specific advice limited to a particular need. With a strong focus on providing personalized and professional services, WLM Financial Services is a trusted partner for anyone seeking financial advice and guidance. Their team of experts is dedicated to helping clients achieve their financial goals and secure their financial futures.

WLM Financial Services is a private business that helps people and companies with their financial needs. They offer three main services: financial planning, accounting, and wealth management. They create personalized plans for each client. Financial planning includes things like: * Giving advice on how to reach your financial goals * Investing in a way that fits your goals * Helping with superannuation and retirement planning * Giving advice on insurance * Helping with home and investment loans Accounting includes: * Doing tax returns and giving tax advice * Helping businesses with their finances and operations * Doing valuations and audits * Helping with superannuation and financial planning Wealth management includes: * Managing investments * Helping with superannuation and retirement planning * Protecting assets * Managing cash flow and banking * Planning for estates and wills WLM Financial Services is different from other companies because: * They are owned by themselves, not by a big company * They have their own licenses to operate * They don't earn commissions, they only charge for their services * They don't have any agreements with other companies that could limit their advice