Established in 1988, we are a leading, privately owned financial advice business with Gold Coast and Sydney offices.

WFS is committed to providing our clients with quality financial advice and superior service based on their individual needs and requirements.

We deliver innovative financial solutions, designed to make a meaningful difference in our client’s lives.

About us

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At WFS, we are passionate about the life-changing value of professional advice in achieving people’s financial and lifestyle goals.

Great financial advice is about more than just the money. It should be educational, inspirational and empower clients to make life choices and pursue their goals with clarity, purpose and confidence. Above all it should be a long-term partnership between adviser and clients that delivers peace of mind both now and into the future

We adopt a warm and engaging but disciplined approach in meeting client’s financial needs and objectives. WFS believes in working together and making a meaningful difference to people’s lives by focusing on what you want to achieve out of life and ensuring you have money at the right time to live and enjoy your best life possible.

Working with our professional partners, WFS helps our clients understand their current financial position, clarify their goals and aspirations, identify what they will need and how they are going to get there whilst protecting their families and businesses along the way.

If you feel like you don’t fit into any of the above categories, that’s ok, we enjoy working with unique clients, and would love to help you.

Reach out to us by booking a consultation with one of our team to discuss your needs.

Our Services

  • Strategic Financial Advice
  • Wealth Creation
  • Investment Management
  • Superannuation Advice
  • Pre-Retirement Planning
  • Post-Retirement Planning
  • Aged Care Advice
  • Cashflow Management
  • Personal Insurance - Life, TPD, Trauma, Income Protection
  • Business Insurance - Key Person, Buy/Sell Funding Insurance, Business Expense Insurance

Refer a Friend

Please don't keep us a secret!

If you know of a friend or family member who might benefit from our services we would welcome an introduction and an opportunity to make a difference their lives.

Watch the video to find out more!


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