• Have the money when you need it most - Free Consultation (until 31st April 2013)
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Our Customers tell their story

At different stages throughout our lives we require different financial solutions. See what some of our happy customers say about what we have done to accommodate their needs.

Mike pope

Executive Director - Millennium3 Financial Services

Millennium3 Financial Services, which is part of the ANZ Banking Group, is one of Australia’s largest financial services licensees with in excess of 600 authorised representatives. Wahlstrom Financial Services is an authorised representative of Millennium3 Financial Services and is based on the Gold Coast, Queensland, Australia.

As a Director of Wahlstrom Financial Services, Leigh Wahlstrom, and his team, have developed a business that offers strategic planning strategies and insurance solutions through a compliant, competent and professional service offering. This includes financial planning, wealth creation advice, and retirement income strategies.

Wahlstrom Financial Services has consistently ranked in the Top 10 Financial Advisers out of our 600 authorised representatives based on professionalism, compliance and profitability, and contributes to the Group’s long-term objectives of quality client service and advice.

Roger Davis

Client

I have a large investment portfolio with Wahlstrom Financial Services, which Leigh has been advising me on for the past seven years. My main objective was to invest my money and pay no tax which has been achieved. I would highly recommend Leigh and Wahlstrom Financial Services to anyone.

Bev and Trevor Kukulies

Clients

We have known Leigh and his team at Wahlstrom Financial Services for fourteen years. They look after our retirement funding and we also receive a part pension. Leigh assists us with all our Centrelink dealings and helps complete Centrelink forms. We would both be lost without Leigh.

Les Alden

Client

I have been in the Insurance Industry for 33 years and have known Leigh for 18 years and I have been a client of Leigh’s for the past 12 years. I sought retirement planning advice from Leigh Wahlstrom at Wahlstrom Financial Services, after implementation of the recommended strategies I am now financially better off than when I was working.

Market information

The ASX 200 snapshot provides the day’s trading chart with a 20 minute lag. The link to more indices provides access to the ASX leading indices. Indices measure the movement in value of the market or various sectors of the market. They provide a broad outline as to how the market is performing. Standard & Poor's (S&P) calculate many of the indices available over the Australian sharemarket.

  • Strategies for life - Creating wealth will deliver the security you most desire.

    Strategies for life

    Creating wealth will deliver the security you most desire. Build for today, to have your freedom tomorrow.

  • Protection - Providing the appropriate solutions to protect you, your family, your assets, your income & your business.

    Protection

    Providing the appropriate solutions to protect you, your family, your assets, your income & your business.

  • On your own terms - Be part of the advice process. Select from quality options personalised for you.

    On your own terms

    Be part of the advice process. Select from quality options personalised for you.

  • Lifestyle - Engage our team today so  you can enjoy financial and lifestyle benefits tomorrow.

    Lifestyle

    Engage our team today so you can enjoy financial and lifestyle benefits that you deserve tomorrow.

Christopher Gunther17 hours agoBundall QLD

Congratulations Jess and Damien

Weighing in at a little over 3300 grams and 50 cms long this little tiger has a lot of growing to do and has not wasting any time at a hefty 6.1kg today

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Christopher Gunther24 days agoBundall QLD

Who moved our public holiday?????????

Many people i have spoken to this week still believe that Monday is a public holiday  (Labour day), but the said fact is Mr Newman thought we had too many holidays at this time of year and decided the October would be a much better time to enjoy the sun, sand and other treats Queensland has to offer

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Christopher Gunthera month agoBundall QLD

Capital gains tax for individuals

It is important to understand when capital gains tax (CGT) becomes applicable to individuals

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Christopher Gunthera month agoBundall QLD

Business Owners Alert - SG Contributions are Due 29th April 2013

The ATO quarterly Super Guarantee (SG) cut-off date is fast approaching so don't get caught out, below are some key dates to keep in mind so your contributions are received and processed in time

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Christopher Gunthera month agoBundall QLD

Getting to know our staff - Anita Hofer (financial Planner)

I have been a Financial Planner and Paraplanner at Wahlstrom Financial Services coming up to 10 years. I enjoy the variety of my roles – one being personally involved with my clients in regard to their financial needs and objectives and the other being behind the scene documenting the fina...

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About Us

At Wahlstrom Financial Services we have earned a reputation for providing honest, upfront information to a broad range of people with many differing circumstances. The way we like to measure our success is that you ultimately have the funds you need to be free to enjoy life and do whatever it is you want to do. We strive to provide you with the peace of mind that you will have money when you need it most.

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