Wahlstrom Financial Services

Name: Wahlstrom Financial Services
Address: 128 Bundall Road, Bundall, QLD, 4217, AU
Telephone: (07) 5574 0667
Price range: $$$
Rating: 5

Your trusted partner for personalized financial planning and retirement strategies.

5(5 reviews)

financial-advisor

$$$

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About

Wahlstrom Financial Services is a premier financial advisory firm based in Bundall, QLD, dedicated to providing transparent and tailored financial solutions. The team, led by experienced advisors like Andrew Thornton and Craig Slaughter, focuses on understanding each client's unique goals to develop comprehensive retirement and investment plans. Known for their excellent customer service, clear communication, and honest approach, they ensure clients achieve peace of mind and confidence in their financial future.

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Location

5/128 Bundall Rd, Bundall QLD 4217, Australia

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Information

128 Bundall Road

Bundall, QLD, 4217

(07) 5574 0667 www.wfsqld.com.au/

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Services

Retirement Planning

Customized strategies to secure your retirement with clear, actionable plans and ongoing support.

Investment Advisory

Personalized investment advice and portfolio management tailored to your financial goals and risk tolerance.

Financial Consultation

In-depth consultations to assess your needs, answer questions, and develop comprehensive financial plans.

Wealth Management

Holistic management of your assets with transparent communication and regular performance reviews.

Ongoing Client Support

Continuous follow-up, monitoring, and adjustments to ensure your financial strategy stays on track.

5.00 · 5 reviews

Overall rating

Tanya

via Google

· 8 months ago

From our very first meeting with Andrew Thornton,we were impressed by his ability to listen carefully to our needs and provide clear, well considered advice. Andrew took the time to understand our goals and developed a tailored plan that has given us confidence and clarity around our future retirement .The level of service we have received has been excellent and as a result,we now have complete peace of mind. We feel entirely comfortable with the decisions we've made based on Andrews recommendations and trust his guidance regarding our retirement planning and funds. Once the strategy was implemented, the ongoing follow up and support from Andrew and his team has been outstanding. Highly recommend Andrew, Matt and the team.

Sharyn Scott

via Google

· 9 months ago

We found our experience with Wahlstrom Financial Services to be excellent. Andrew our Advisor explained everything in great detail always checking to see if we understood everything and were happy with what we were doing he also stopped often to ask if we had any questions. The company is easy to communicate with always punctual with calls and answering emails quickly. We would be happy to recommend Andrew and the team from Wahlstrom Financial Services. They have an honest and transparent approach and excellent customer service. Craig and Sharyn Scott

Nicole Corli

via Google

· 11 months ago

Andrew Thornton was absolutely amazing from beginning to end. His professionalism, transparency, helpfulness and patience with everything involved made me feel confident and secure with the process which was a big step for me. I am so happy with the services Whalstrom and the entire team have provided and I always felt reassured that my best interests were being met. I have been very happily recommending them to friends and family looking for financial services and cannot speak highly enough of my experience with Andrew and team.

Kenneth Tocker

via Google

· 1 year ago

Wish we had come to Wahlstrom years ago. After some years of a disappointing process elsewhere, we found the advice and strategic planning process with Andrew and team members at Wahlstrom to be very satisfying. This has restored peace of mind with our investment. We completed the investment process with the feeling we were with a very professional and trustworthy group of people who communicated well. There was regular, clearly understandable communication throughout the process. Documentation was clear, transparent with no mind boggling words or phrases. Obviously, the team consider that the customer's investment is the complete 'AGENDA'. Sucess is 'targeted' and monitor!

Judy Ackland

via Google

· 1 year ago

After researching financial advisors and talking with many people in the industry I decided to contact Wahlstrom Financial Services. From my first contact with Craig Slaughter, one of the directors, to going through the process to decide if they were the right fit for me, I cannot fault their service. I had a lot of questions and needed to thoroughly understand what they offered. I was nervous and anxious about trusting any company with my finances. Craig took the time to ensure that I understood everything. He was able to answer all my questions and as we spent time going through the process I felt heard and understood. His confidence and knowledge of their product helped put my mind at ease. Craig and the office staff came across as a happy team. Trust and integrity are words that come to mind when I think of the rapport I have with them. I have no hesitation in recommending Wahlstrom Financial Services.

Coast Financial Planning provides professional financial advisory services in Robina, QLD, helping clients navigate superannuation, retirement planning, insurance, and investments. The team, including Nick and Trish, offers personalized, transparent advice backed by evidence and numbers, ensuring clients achieve peace of mind and optimal financial outcomes. With a focus on value and support, they simplify complex financial situations for individuals and families.

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