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More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

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Financial Forecasting
Financial Planner
Financial Planner
20 August 2019 — 1 min read

How a Sydney medical practice flourished after doing the numbers

We have much expertise working with health and medical practitioners, one being a successful physiotherapy practice in Sydney’s eastern suburbs. The owners were keen to expand and had the opportunity to lease a second premises next door. First,..

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family business owner
Amanda Rogers
Amanda Rogers
20 August 2019 — 2 min read

"First holiday in years” – Digitising a family business delivers lifestyle windfall

In this case study we explore how implementing the right systems to streamline and automate their manual processes created much needed capacity for these family business owners, allowing them to take a well earned holiday!

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WLM Financial Services Pty Limited
Level 20, 56 Pitt Street, Sydney NSW 2000
GPO Box 2025, Sydney NSW 2001

T 02 9221 7777
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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.