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OUR EXPERTISE

Business Broking Business Structuring Cashflow Planning & Finance Applications Finance Broking Management Accounting & Reporting Succession Planning Tax Advice

For businesses looking at growth or competitive advantage by way of acquisition, we can be engaged in a Buyers Advocate role to actively seek targeted opportunities. We can conduct full due diligence, produce valuations and prepare supporting documentation for finance applications or capital raising.

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YOUR PARTNER

Since 1994, we've partnered with some of Australia's most loved brands

At WMS, we don’t just work for our clients; we work with them. Personal and professional partnerships have been the lifeblood of WMS since 1994. We value sustained relationships because they reflect a strength of commitment and collaboration that enhances performance and stands the test of time. Our best days are when we know we have made a real difference in our clients’ lives and businesses. As your partners, we will work side-by-side with you to deliver personalised solutions to meet your business needs.

INDUSTRIES

Who we work with & where we shine

01/ Aged care & retirement
02/ Medical
03/ Manufacturing
04/ Professional services firms
05/ Manufacturing
06/ Property
07/ Retail
08/ And More
27 YEARS OF KNOW-HOW

At WMS we use our collective expertise to advise, guide and help meet your challenges, so that you can realise your potential and maximise your opportunities.

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WE VALUE RELATIONSHIPS

We partner with you rather than for you and seek to agree mutual commitments to ensure we are always on the same page.

WE KEEP ASKING THE RIGHT QUESTIONS

Our promise is to keep asking the right questions and listen to your answers until we are sure we understand your dreams and concerns and make them our focus.

WE OFFER FLEXIBLE SOLUTIONS TO MEET YOUR NEEDS

Where possible, we embrace agreed fixed fees and timelines to provide you and WMS the comfort that there will be no surprises.

OUR TEAM

Meet our leadership team

Our partners are not just experts in their fields, they drive the personalised and proactive service that WMS offers to our clients. As a result, we understand your goals, build deep and trusting relationships, and make a difference that matters to you and your business.

Having previously used 2 big 4 firms, WMS is the first firm who has taken a proactive approach to providing tax advice based on a strong understanding of the law and my business. Stephen thinks about my business and comes up with practical solutions whist being conscious of keeping costs to the right area. Caely is really good as was her predecessor. Great response time. Both get back to us really quickly. Does not seem to have to go through channels with resulting high bill like bigger firms. All audits have gone smoothly. My accounts people are really comfortable.
Scott G.
I receive exceptional service from WMS. David says it as it is without sugar coating. He is thorough, picks up on small things in the accounts and explains things well. They are honest; I know that I am not going to get a tap on the shoulder. I get a quick response on any queries and can get hold of David or he calls back. I get value for money.
Jason O.
WMS is a progressive and innovative firm. I welcome the interaction of ideas and ability to bounce ideas and strategy. It is an advantage to sit down with David and create scenarios for my business as he is a very lateral, logical, clear thinker. They employ good people. I have not come across anyone that I am not happy with.
Geoff S.
Ben is great to work with. He comes across as someone who genuinely enjoys what he does (being an accountant) and is always excited to talk about accounting stuff (I like that). We trust his judgment. He is across what we are doing. Well supported by his team who are responsive and quick to come back to us. Good sized firm for business of our size. You get good advice.
Andrew Q.
Stephen is one of 2-3 top advice guys in my life. Value his opinion. Helped me not step over the line through good times and bad. Keeps it simple. Never not listens to feedback. Never quibbled over fees (he has done too well for me). Have on occasion asked him to bill me more.
Randolph I.
David took the time to understand who I am and what my needs are then tailored solutions specifically for me. I feel like he has a vested interest in my business and that I am not just another number which is important to me. I have a large degree of confidence in the support I receive. It’s the personal touch which makes a difference.
Duane W.
We are very happy with the level of service we receive. We get on very well. Not a word out of place in time dealing with David and the firm. Never a hesitation in coming back to me with answers to queries. Also very comfortable with all people working for David. They are very approachable and predictable (no surprises) which makes us very comfortable).
John E.
WMS are more than straight accountants. They understand me, what motivates me and my tolerance for risk and then factor that into their advice which they proactively provide. They remember more about my affairs than I do. It is more than just a professional relationship. Not inexpensive but as with anything in life you get what you pay for. They save me more money than they cost me.
Michael P.

Let's work together.

We look forward to partnering with you.