The multifaceted roles of Financial Advisers today

30 March

Most people view financial advisers as investment managers whose job is primarily to select investments and ensure their clients get a certain level of returns. However, the role of a financial adviser goes far beyond this conventional...[Read More]

5 financial resolutions to achieve in 2023

22 February

The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]

5 Things to consider as you plan for the year ahead

20 January

People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s...[Read More]

Calls for boost to social security payment

7 December

Welfare organisations have reiterated calls for an increase to social security payments to help people keep up with the rising cost of living. At a federal parliamentary hearing into the extent of poverty in Australia on Tuesday, organisations said...[Read More]

7 steps to take control of your money in the new year

18 January

The new year is an ideal time to create positive change in your life. For many, this includes getting on top of their money and improving their financial position. It’s a busy time for us at Wahlstrom Financial Services as we see a lot of people...[Read More]

Small steps to great success

1 February

If you want to get ahead, financially, it’s necessary to take some steps to get there. It may seem daunting and overwhelming but like anything, if you have a professional guiding you along the way, small steps can lead to something...[Read More]