Established in 1988, WFS Financial Services is a leading, privately owned financial advice business with offices in Gold Coast and Sydney. We are committed to providing our clients with quality financial advice and superior service based on their individual needs and requirements. We offer a wide range of innovative financial solutions designed to make a meaningful difference in your life.
Our Core Values
At WFS, we believe in:
- Integrity: We act with honesty and transparency in all our dealings.
- Trust: We earn and maintain your trust through consistent professionalism and personalized care.
- Service Excellence: We strive to provide exceptional client experiences through responsive communication and tailored solutions.
- Simplicity and Transparency: We believe financial advice should be accessible and understandable.
- Well-Being: We take a holistic approach to financial planning, considering your physical and emotional wellbeing.
Who We Help
We work with a diverse range of clients, including:
- Everyday Families: We help families create a secure financial future and plan for retirement, education expenses and other life goals.
- High Income Earners: We assist high earners in maximizing their wealth, planning for retirement, and protecting their assets.
- Empty Nesters: We guide empty nesters in downsizing and adjusting their finances for their new stage in life.
- Pre-Retirees and Retirees: We support pre-retirees in planning their transition to retirement and retirees in reviewing and optimizing their existing plans.
- Business Owners: We counsel business owners on wealth creation, business succession planning, and risk management.
Our Services
Our comprehensive services include:
- Strategic Financial Advice: Developing a tailored financial plan that aligns with your goals and values.
- Wealth Creation: Strategies for building and preserving wealth.
- Investment Management: Managing your investments for optimal performance.
- Superannuation Advice: Guidance on maximizing your superannuation benefits.
- Pre-Retirement Planning: Planning for a smooth and comfortable transition into retirement.
- Post-Retirement Planning: Reviewing and optimizing your investments and financial situation in retirement.
Contact Us Today
If you're looking for personalized and comprehensive financial guidance, reach out to us today for a consultation. We look forward to hearing from you and helping you achieve your financial goals.
Disappointing Experience
The first review is from Christian I., who rates the company 1 star. They had a terrible experience with Wahlstrom Financial Services after their financial advisor passed away. Adjusting and changing policies became difficult, with emails and phone calls going unanswered. The company's response to an abusive email was also inadequate, leading the reviewer to advise others to choose a different financial advisor to avoid similar hassle.
Positive Experiences
On the other hand, several reviewers had very positive experiences with Wahlstrom Financial Services. Alex Campbell and Gavin Colley both gave the company 5 stars, praising the professionalism and friendly atmosphere. Matthew Luscombe and Samantha Corcoran also gave 5-star reviews, commending the company's valuable services, knowledge, and support.
Notable Cases
Matthew Luscombe's review highlights the company's expertise in researching and setting up insurance coverage, superannuation, and income protection. Samantha Corcoran appreciates the company's guidance in managing her superannuation and insurance.
Overall
While Christian I.'s experience was extremely negative, the other reviewers had overwhelmingly positive encounters with Wahlstrom Financial Services.
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