Wahlstrom Financial Services strive to deliver our clients peace of mind that they will have money when they need it most. Established in 1988, we are a leading, privately owned financial advice business with Gold Coast and Sydney offices. WFS is committed to providing our clients with quality financial advice and superior service based on their individual needs and requirements.
We deliver innovative financial solutions, designed to make a meaningful difference in our client's lives. At WFS, we are passionate about the life-changing value of professional advice in achieving people's financial and lifestyle goals. Great financial advice is about more than just the money. It should be educational, inspirational and empower clients to make life choices and pursue their goals with clarity, purpose and confidence.
We deliver innovative financial solutions, designed to make a meaningful difference in our client's lives. At WFS, we are passionate about the life-changing value of professional advice in achieving people's financial and lifestyle goals. Great financial advice is about more than just the money. It should be educational, inspirational and empower clients to make life choices and pursue their goals with clarity, purpose and confidence.
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Our Core Values
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Integrity requires honesty and candour in all professional matters. As financial advisers, we are placed in positions of trust by our clients, and the ultimate source of that trust is our personal integrity. Trust is the foundation of a successful financial adviser/client relationship. Knowing this, we are committed to earning your trust through open, honest, direct and professional communication with all of our advisers and staff.
Everyday Families
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Your life is incredibly busy and you rarely have a spare moment to think about yourself, let alone your personal financial world. But you may still find yourself worrying about whether you're making the most of the assets you have available to you, or how you're going to provide for and protect your family in the future.
High Income Earners
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You're happy with the income you're earning, but somehow still find yourself worrying about whether you're making the most of your position. Or maybe you're starting to think more about how you'll be able to maintain you and your family's lifestyle after you stop working.
We understand that earning a good income, often comes with a job that takes up a significant amount of your time, and managing your financial world often falls to the bottom of the priority list.You wish you had a way to ensure that your financial world is secure and on-track without you having to be involved in every tiny detail.
We understand that earning a good income, often comes with a job that takes up a significant amount of your time, and managing your financial world often falls to the bottom of the priority list.You wish you had a way to ensure that your financial world is secure and on-track without you having to be involved in every tiny detail.
Empty Nesters
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Your kids are growing up and moving out. You'll miss them, but you're also starting to wonder about how exactly this change in circumstances will affect your cash flow and financial goals. Now has never been a better time to put yourself first and ensure your resources are being used to create your dream financial future.
Pre-Retirees
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You're juggling a number of commitments but time is marching on and you find yourself worrying about how prepared you are for the future. Like many people of similar age, a changing financial landscape and the likelihood of living longer than previous generations has meant that preparing for the golden years of your life is not as simple as you may have first expected.
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