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As part of WLM's financial planning philosophy, we sit with clients and tailor our advice to their individual goals. Part of this process is to work out their cashflow needs to live comfortably in retirement and how much they need as an asset base..
Intergenerational wealth transfer is the process of passing assets, wealth, and financial resources from one generation to the next, typically from parents or grandparents to their children or grandchildren. Effective financial planning for..
Over the last few months, WLM has held a lot of Annual General Meeting (AGM’s) with our business clients. The purpose of the AGM is to get the client, WLM accountant and financial planner in the same room to review business cashflow and..
I hope you all had a prosperous 2023 Financial Year. At WLM, we spent a lot of time with our clients working on strategies to save tax in the lead up to 30th June.
As we come to the end of the 2023 financial year, I hope you have all had a successful year. It is never too early to look at the year ahead and set financial goals. When setting your financial goals, it’s important to make them “SMART”: Specific,..
The most recent update from Dr Jerome Lander is a compelling watch. Investment markets have started the year strong. However, Dr Lander points out, we still face several domestic and overseas challenges. Are markets not factoring in the high risk of..
Now's the time to review what strategies you can use to minimise your tax before 30 June 2023.
FIRE… Financial Independence, Retire Early. Sounds nice, doesn’t it?
The Future Fund and a swathe of leading global investors are now lining up to advocate a new approach to investing suited to the prevailing and prospective conditions.
Low interest rates have been a mainstay since the global financial crisis of 2008. When the pandemic hit, Governments pushed stimulus measures through the economy and central banks reduced interest rates even further.
