Wahlstrom Financial Services
About the company
Wahlstrom Financial Services is a privately owned financial advice business established in 1988. It has offices on the Gold Coast and in Sydney. The firm provides financial planning and wealth protection. It serves everyday families, high income earners, empty nesters, pre-retirees, retirees and business owners.
Its services include strategic financial advice, wealth creation, investment management, superannuation advice, pre-retirement planning, post-retirement planning, aged care advice, cashflow management, personal insurance and business insurance. Wahlstrom Financial Services follows a process of discovery meeting, research, analysis and strategy development, strategy presentation meeting, financial plan preparation, financial plan presentation meeting, implementation, and ongoing management and review.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Andrew helped me transition into retirement and made what could’ve been a stressful process feel straightforward. He worked closely with my accountant and bookkeeper to bring everything together, helping me set a clear plan going forward. I really appreciated how clearly he explained everything and the level of care and transparency throughout. It gave me a lot of confidence and peace of mind. A professional, friendly team and a great experience overall.
Excellent service all around. Andrew took the time to listen to our needs and created a retirement plan for us to follow. The support staff showed the same level of care and attention. All of our questions were answered promptly and thoughtfully. We couldn’t be happier!
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.
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
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.
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!
Highly recommend Andrew Thornton and his team at Wahlstrom Financial Services. The entire insurance review, analysis and recommendations were fulfilled with expertise. Professional communication throughout the entire process with all questions clearly answered and supported thoroughly. Best on the Gold Coast A++
Financial advisers & planners in Gold Coast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Gold Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Toro Wealth Financial Advice | ★ 5,0 | 329 | No |
| 2 | True Wealth | ★ 5,0 | 245 | No |
| 3 | Coast Financial Planning | ★ 5,0 | 76 | No |
| 4 | Medina Johnson | ★ 5,0 | 64 | No |
| 5 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 50 | No |
| 10 | Wahlstrom Financial Services (this page) | ★ 4,9 | 56 | No |

