For Individuals & Families
For Individuals & Families
Helping individuals to secure & grow their wealth since 1994
For all of us, the key to a more secure and comfortable financial tomorrow is in creating a proper financial plan today. This process begins with WMS working with you to understand your circumstances, goals, needs and values. We specialise in wealth management, retirement planning, estate planning and more.
With almost three decades at the top of the financial services and advisory sector, WMS has the knowledge, expertise and tools to develop the right plan to secure and grow your wealth.
A reality of life is that we all age and need to consider the transfer of family wealth in a tax efficient manner. We can assist you in developing a well structured estate plan and work collaboratively with your legal advisors and or financial planners to design the best pathway for you.
A "Grand" achievement
At WMS, “partnerships for a lifetime” is both a commitment and a privilege. It drives what we do. For example, WMS and the Grand Hotel Group have been working together on the Gold Coast for more than 30 years. The group was the first client invoice ever issued by WMS and we are still going strong together today.
Here is what proprietor Jason O’Neill says about our relationship.
“Thanks to WMS’ meticulous understanding of our business operations, Grand Hotel Group has prospered. And their advice continues to be invaluable in determining our future strategy and planning.”
“The individual attention and communication enjoyed by our management promotes comfortable dialogue whenever required. The advice provided by WMS is always easily understood, and it keeps us abreast of changing information and developments in legislation, technology and other areas applicable to our specific business. This enables the Grand Hotel Group to stay ahead of the competition and remain proactive.”
“Without hesitation, the Grand Hotel Group would recommend WMS based on their professional skills and staff, embrace of technology, communication, and their understanding of specific business challenges.”
— Jason O’Neill, Proprietor, The Grand Hotel, Gold Coast
What we do best
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.CONTACT US TODAY
We partner with you rather than for you and seek to agree mutual commitments to ensure we are always on the same page.
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.
Where possible, we embrace agreed fixed fees and timelines to provide you and WMS the comfort that there will be no surprises.
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.