As part of our commitment to look after our clients as much as possible WLM is really pleased to announce that we can now offer "Finance Broking" as a new service.
WLM has been granted an Australian Credit Licence (ACL), a key requirement under the new National Consumer Credit Protection Regime, which is now mandatory for lenders, brokers and intermediaries dealing in consumer credit.
As a provider of credit services WLM can now provide strategic advice on and implement any loans for personal and / or business purposes, including;
- Investment loans
- Business loans
- Margin loans
- Personal loans,
- Credit card
- Leases, and
- Other credit services
We can make sure you get the best rates in the set-up that most suit you, make sure the paperwork goes through smoothly, all while helping minimise the time impact on you.
If you would like talk to us about our new service, or have us review your existing finance structures, rates or set-up, please feel welcome to call on us to discuss how we can help you.
You should know that our new credit licence is in addition to our existing Australian Financial Services Licence (AFSL) which allows us to advise clients on products such as:
- Investments and securities (eg. direct shares and managed funds)
- Deposit and payment products (eg. Bank accounts and term deposits)
- Superannuation and retirement savings accounts
- Life risk insurance (eg. life, disability, income protection)
- Margin lending
- Government issued debentures, stocks or bonds
With all the things we can help you with now it's worthwhile noting that WLM's services include:
- Strategic Advice
- Investment Advice, including; shares, managed funds, property, other...
- Superannuation / SMSF
- Retirement Planning
- Home / Investment Loans
- Risk Management
- Asset Protection
- Estate planning
- and more....
- Tax Returns
- Tax Advice
- Business Advice
- Systems & Controls
- and more.....
...and we're working to build our range of services all the time.
To find out more about any of our services please contact us on (02) 9221 7777 or email us at