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We hear from our CEO, Dan McGrath, about the major milestones of 2024 for WLM: including strategic changes, leadership updates, technological advancements, and future goals.
As we approach the end of another eventful year, I wanted to take a moment on behalf of WLM Financial to express our gratitude for your continued trust and partnership. It has been a year marked by both challenges and opportunities, and we are..
WLM is pleased to announce some upgrades to the Client Portal we use to request information. In light of the new and improved functionality, you need to be aware of some changes to existing processes.
Congratulations to Charley Tarchichi for his recent promotion to Associate Director.
WLM Financial have been excited to roll out a brand new client portal this year. It's just one of the exciting and innovative solutions we provide our clients using cutting edge technology and it has some extraordinary features.
We're delighted to announce WLM Financial have recently introduced a brand new client portal. We're very excited by the functionality our portal will give WLM and our clients to exchange information more safely and securely than via email. The basic..
The NSW government recently introduced a bill whereby virtually all discretionary trusts may be deemed to be foreign trusts, regardless of whether they have any foreign connection or not.
Our lives are increasingly busy and complicated. Your business, your job, your family and your health each require time and attention. But, finding time for everything is tough, andthings get overlooked. One area often missed is planning for the..
If you’re thinking about using a financial adviser, you will want to know how the process works, the costs involved and if you’re getting value for money. In Australia, financial advisers typically use one of two fee structures to charge for..
The Government has resurrected the Superannuation Guarantee (SG) amnesty giving employers that have fallen behind with their SG obligations the ability to “self-correct.” This time however, the incentive of the amnesty is strengthened by harsh..
