--- title: WLM launches new client portal description: Our new client portal offers a range of features designed to make your life easier and your information more secure. image: https://insights.wlm.com.au/hubfs/Untitled-1.jpg --- [![WLM\_Logo\_RGB\_Orn50](https://insights.wlm.com.au/hs-fs/hubfs/WLM_Logo_RGB_Orn50.png?width=521&height=169&name=WLM_Logo_RGB_Orn50.png "WLM_Logo_RGB_Orn50")](http://wlm.com.au/) - [About](https://www.wlm.com.au/about/) - [Services](https://www.wlm.com.au/services/) - [Tax & Compliance](https://www.wlm.com.au/services/tax-and-compliance/) - [Strategy & Advice](https://www.wlm.com.au/services/strategy-and-advice/) - [Clients](https://www.wlm.com.au/clients/) - [Construction & Trades](https://www.wlm.com.au/clients/construction/) - [Family Business](https://www.wlm.com.au/clients/family-business/) - [Insurance & Financial Services](https://www.wlm.com.au/clients/insurance-and-financial-services/) - [Renewable Energy & Environment](https://www.wlm.com.au/clients/renewable-energy-and-environment/) - [Service-based & Other Business](https://www.wlm.com.au/clients/service-based-and-other-business/) - [Insights & Case Studies](https://insights.wlm.com.au/blog) - [Blog](https://insights.wlm.com.au/blog) - [Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download) - [How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download) - [Contact](https://www.wlm.com.au/contact/) [Login](https://clientlogin-us2.karbonhq.com/4Frhz6cPZq6r) - [About](https://www.wlm.com.au/about/) - [Services](https://www.wlm.com.au/services/) - [Tax & Compliance](https://www.wlm.com.au/services/tax-and-compliance/) - [Strategy & Advice](https://www.wlm.com.au/services/strategy-and-advice/) - [Clients](https://www.wlm.com.au/clients/) - [Construction & Trades](https://www.wlm.com.au/clients/construction/) - [Family Business](https://www.wlm.com.au/clients/family-business/) - [Insurance & Financial Services](https://www.wlm.com.au/clients/insurance-and-financial-services/) - [Renewable Energy & Environment](https://www.wlm.com.au/clients/renewable-energy-and-environment/) - [Service-based & Other Business](https://www.wlm.com.au/clients/service-based-and-other-business/) - [Insights & Case Studies](https://insights.wlm.com.au/blog) - [Blog](https://insights.wlm.com.au/blog) - [Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download) - [How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download) - [Contact](https://www.wlm.com.au/contact/) # News, views and more ![Dan McGrath](https://insights.wlm.com.au/blog/Dan%20McGrath) **Dan McGrath** 17 December 2019 — 2 min read ### Share [mailto:?subject=WLM%20Launches%20new%20client%20portal&body=https://insights.wlm.com.au/blog/wlm-launches-new-client-portal](mailto:?subject=WLM%20Launches%20new%20client%20portal&body=https://insights.wlm.com.au/blog/wlm-launches-new-client-portal) [mailto:?subject=WLM%20Launches%20new%20client%20portal&body=https://insights.wlm.com.au/blog/wlm-launches-new-client-portal](mailto:?subject=WLM%20Launches%20new%20client%20portal&body=https://insights.wlm.com.au/blog/wlm-launches-new-client-portal) ![WLM Financial client portal](https://insights.wlm.com.au/hubfs/Untitled-1.jpg) ## WLM Launches new client portal 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 benefits of the portal are: · Secure place where documents such as statements of advice, signed tax returns and financials can be accessed by clients whenever required. · For our tax clients, there is a "tax wizard" where clients can save relevant documents such as donations and work-related deductions as soon as the receipts are received, ensuring they don't get forgotten when completing your tax return. For an additional cost, advanced functionality can be accessed using the WLM Wealth Portal. The portal provides the ability to track and organise your finances and allows you to add your assets and liabilities such as properties, shares, cars, bank accounts, loans and more to manage your finances easily. The portal is also capable of: - having live feeds from your bank account which can be set up to automatically categorise transactions and track your cash flow. - Budgeting tools that make setting goals and getting a full picture of your income and expenses easy. - Real-time valuation updates of your properties, share portfolios and cars. We are currently contacting clients to set-up their portals, however, if you would like to get immediate access, please contact Taryn Rodier at tr@wlm.com.au to organise this for you. For more information on WLM Financial's single-team approach to help you across your entire financial life: business and personal, accounting and financial planning click [here.](https://www.wlm.com.au/)Or contact us if you would like assistance with your 2019/2020 personal or business tax returns [here.](https://www.wlm.com.au/contact/) Click [here,](https://www.wlm.com.au/contact/)if you would like to meet with our financial planner to discuss your financial plans and create an investment plan to achieve your financial goals. Or if you would like to read up on the latest financial insights and news including updates on the latest Federal Government Coronavirus measures and how these may affect your business finances then click [here](https://insights.wlm.com.au/blog).   [![New call-to-action](https://hubspot-no-cache-ap1-prod.s3.amazonaws.com/cta/default/6037207/5bdf1ab7-76d6-46b1-876e-3812323461e5.png)](https://hubspot-cta-redirect-ap1-prod.s3.amazonaws.com/cta/redirect/6037207/5bdf1ab7-76d6-46b1-876e-3812323461e5) ##### Make a comment [Previous](https://insights.wlm.com.au/blog/employer_shortfall_exemption_certificate) [Next](https://insights.wlm.com.au/blog/capital_gains_tax) ## Wealth matters. Ask us how we can help you boost yours. [Contact WLM Financial](http://wlm.com.au/contact/) ## Subscribe Stay up to date with tax and accounting news, and subscribe to our newsletter. [![WLM\_Logo\_RGB\_Orn50](https://insights.wlm.com.au/hs-fs/hubfs/WLM_Logo_RGB_Orn50.png?width=195&height=63&name=WLM_Logo_RGB_Orn50.png)](http://wlm.com.au/) ###### Contact WLM Financial Services Pty Limited Level 20, 56 Pitt Street, Sydney NSW 2000 GPO Box 5025, Sydney NSW 2001 **T** [02 9221 7777](tel:292217777) ###### Social - - - - - [TAX & COMPLIANCE](https://www.wlm.com.au/services/tax-and-compliance/) - [Business Tax](https://www.wlm.com.au/services/tax-and-compliance/business-tax/) - [Company Secretarial](https://www.wlm.com.au/services/tax-and-compliance/company-secretarial/) - [Self-managed Super Funds](https://www.wlm.com.au/services/tax-and-compliance/self-managed-super-funds/) - [Personal Taxes](https://www.wlm.com.au/services/tax-and-compliance/personal-taxes/) - [Back-Office services](https://www.wlm.com.au/services/tax-and-compliance/back-office-services/) - [AFSL Accounting](https://www.wlm.com.au/services/tax-and-compliance/afsl-accounting/) - [STRATEGY & ADVICE](https://www.wlm.com.au/services/strategy-and-advice/) - [Business Systems](https://www.wlm.com.au/services/strategy-and-advice/business-systems/) - [Outsourced CFO](https://www.wlm.com.au/services/strategy-and-advice/outsourced-cfo/) - [Business Sales](https://www.wlm.com.au/services/strategy-and-advice/business-sales/) - [International Business](https://www.wlm.com.au/services/strategy-and-advice/international-business/) - [Our Trusted Advisor Network](https://www.wlm.com.au/services/strategy-and-advice/trusted-advisor-network/) - [CLIENTS](https://www.wlm.com.au/clients/) - [Construction & Trades](https://www.wlm.com.au/clients/construction/) - [Family Business](https://www.wlm.com.au/clients/family-business/) - [Insurance Underwriting, Insurance Brokers & Financial Services](https://www.wlm.com.au/clients/insurance-and-financial-services/) - [Renewable Energy Projects & Asset Managers](https://www.wlm.com.au/clients/renewable-energy-and-environment/) - [Service-based and Other Business](https://www.wlm.com.au/clients/service-based-and-other-business/) - [OTHER](http://wlm.com.au/about/) - [Resources](https://insights.wlm.com.au/blog) - [About](http://wlm.com.au/about/) - [Careers](https://explore.wlm.com.au/careers) - [Contact](https://www.wlm.com.au/contact/) - [Login](https://clientlogin-us2.karbonhq.com/4Frhz6cPZq6r/Identity/Account/Login?token=) - [Privacy Policy](http://wlm.com.au/privacy-policy/) ###### [Insights](https://insights.wlm.com.au/blog) ###### Legal Notices 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](http://wlm.advisclient.com.au/contact/). ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Dan McGrath", "url" : "https://insights.wlm.com.au/blog/author/dan-mcgrath" }, "dateModified" : "2020-06-08T01:38:30.845Z", "datePublished" : "2019-12-17T05:42:37.000Z", "headline" : "WLM launches new client portal", "image" : [ "https://insights.wlm.com.au/hubfs/Untitled-1.jpg" ], "mainEntityOfPage" : { "@id" : "https://insights.wlm.com.au/blog/wlm-launches-new-client-portal", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://insights.wlm.com.au/hubfs/WLM_Logo_RGB_Orn50.png" }, "name" : "WLM Financial Services Pty Ltd" } } ```