Established in 1988 by Leigh Wahlstrom, Wahlstrom Financial Services is a financial planning firm located in Bundall on the Gold Coast. What originally started as a business with no employees in a small, rented petition has now been operating for over 25 years, and has grown to have eighteen full-time staff members with various roles and experience.
Over the years we have earned a reputation for providing honest and upfront information to a broad range of people with many differing circumstances.
The Wahlstrom Financial Services team strives to provide our clients with the peace of mind that they will have money when they need it the most. Our Financial Planners can provide advice on Wealth Creation, Super & Retirement, Wealth Protection, Corporate Super, Aged Care and Centrelink.
With over 100 years combined experience in the financial planning industry, our team of experts can assist you with all aspects of financial planning and wealth creation.
30 years in the financial services industry
In addition to our 5 financial advisers, we have a dedicated team of 8 administrative support staff who each have a wide range or skills and experience within the financial services industry.
ex All Black & Media Personality
CIO Millennium3 Financial Services
Accountant | Logan Farm
" I have a high amount of trust in Wahlstrom. They are professional, objective and logical when it comes to challenging my investment decisions. They treat my money as if it were their own."
General Manager - CommSec
REFER A FRIEND
The best compliment any business can receive is when its clients refer them to their friends and family and to say 'Thank You' we give our referrers a $100 eftpos card for each successful* referral which can be used anywhere in Australia!
Watch this video to find out more!
*The person being referred to Wahlstrom Financial Services must become a client of WFS to be considered a successful referral for your eftpos card to be issued