Wahlstrom Financial Services
128 Bundall Road, Bundall QLD 4217
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
About the Business
Welcome to Wahlstrom Financial Services (WFS), located in the heart of Bundall on Bundall Road. As a leading establishment in the finance industry, we are dedicated to providing our clients with exceptional financial advice that goes beyond just the numbers.
At WFS, we firmly believe in the transformative power of professional advice in helping individuals achieve their financial and lifestyle goals. We understand that financial advice should not only be about money, but also about education, inspiration, and empowering our clients to make informed life choices with clarity, purpose, and confidence. Our approach is centered around building long-term partnerships with our clients, ensuring peace of mind both now and in the future.
Our team takes a warm and engaging yet disciplined approach to meeting our clients' financial needs and objectives. We are passionate about making a meaningful difference in people's lives by helping them identify and achieve what they truly want out of life. We work closely with our professional partners to assist our clients in understanding their current financial position, clarifying their goals and aspirations, and developing a solid plan to reach those goals. Along the way, we also prioritize protecting our clients' families and businesses.
Even if you feel like you don't fit into any specific category, we welcome the opportunity to work with unique clients and help them navigate their financial journey. We invite you to book a consultation with one of our experienced team members to discuss your specific needs and how we can assist you.
Furthermore, if you know of a friend or family member who could benefit from our services, we would be delighted to receive an introduction and have the opportunity to make a positive impact in their lives.
At WFS, we are committed to delivering exceptional financial services that empower you to live your best life possible. Contact us today and let us guide you towards a brighter financial future.
Reviews
"I've been a client of Wahlstrom Financial Services for several years now and would definitely recommend them to anyone looking for financial advice and peace of mind. As a younger person I wasn’t sure whether I was in a position for professional financial advice to make a difference, but the process was really educational and I feel very confident that I now have a strategy in play to secure my financial future. I really feel the costs of professional advice are a sound investment into my future. They’re a great team, who genuinely care about their clients. All the people that you lean on (including management where applicable) are accessible and supportive."
"We have been working with the Wahlstrom Financial Services team for many years now, and during this time we have built a great relationship. Their high level of professionalism and client service is exceptional. We highly recommend the Wahlstrom team to anyone who is after professional financial advice."
"Since the moment I walked into the Wahlstrom Office I felt at ease. Craig was breath of fresh air with his very professional manner and knowledge, providing peace of mind knowing that through a well-constructed financial strategy I can retire with the income I require. He guided me through every step of the advice process and is supported by an exceptional administration team. I feel very confident that my future is secure with Craig, who will continue to tailor and manage my retirement strategy. I have no hesitation in recommending Craig and Wahlstrom Financial Service to anyone seeking financial advice."
"Craig and the Team at Wahlstrom Financial Service have been great to work with for a number of years now. Craig has been amazing at thoroughly working with us to create a plan for the future for our family. It is great to know we have secure plans in place developed by a trusted professional advisor. They also have a friendly and helpful Support team int he background to help us with any admin or paperwork we need to complete."
"Wahlstrom Financial Services has provided excellent service over a number of years. As a retiree, they give me peace of mind that I shall have the best return possible on my superannuation. Charles Fraser is my advisor: he is professional, knowledgeable and prompt in dealing with any queries I may have. I highly recommend Wahlstrom Financial Services"
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