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 …
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 in…
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 profit…
It’s a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas about how you would like your hard-earned wealth – your ‘estate’ – to be divided amongst your loved ones or other beneficiaries. However…
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, and things get overlooked. One area often missed is plann…