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 hear of..
Investing for total return, not just dividends, is the way forward for retirees.
It's a quandary every retiree faces: how to get a higher yield without taking on too much risk. Interest rates are in the doldrums and unlikely to budge any time..
The directors of an established not-for-profit organisation came to WLM Financial concerned that they weren’t getting coherent reports and information, and as a result couldn’t make strategic decisions.