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Wahlstrom Financial Services

Wahlstrom Financial Services

4.9(56 reviews)See reviews ↓·Gold Coast

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

On the Gold Coast, Wahlstrom Financial Services has built a clientele that speaks warmly of its retirement planning and insurance review work. Andrew Thornton is named repeatedly for his patience and his ability to make a potentially overwhelming transition feel manageable, with several customers describing how he listened carefully and translated complex options into clear, well-considered advice. Craig Slaughter, another director, earns similar praise for professionalism and thorough knowledge, particularly when guiding clients through the advice process. Reviewers repeatedly mention that queries are answered promptly by the wider administration team, whose care matches that of the advisers.

Insurance reviews, investment strategy and retirement income planning recur across the feedback, and clients note that coordination with accountants and bookkeepers brought their affairs together. Communication before, during and after the engagement is a point that comes up often, with explanations described as transparent and easy to follow, leaving clients feeling confident about their financial future. The office atmosphere is remembered as welcoming from the first meeting, and many clients say they have returned with questions without hesitation. Long-standing relationships, some stretching over years, reflect a practice built on trust and steady support rather than one-off transactions.

Wahlstrom Financial Services — Customer photo

Reviews

Reviews are taken from publicly available sources.

BK
Bruce King1 June 2026

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.

SC
Susanne Cole19 January 2026

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!

T
Tanya19 January 2026

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.

SS
Sharyn Scott21 December 2025

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

NC
Nicole Corli4 November 2025

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.

KT
Kenneth Tocker23 September 2025

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!

SH
Sharlene Hayward2 September 2025

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.

RankProviderRatingReviewsOpen Sat.
1Toro Wealth Financial Advice★ 5,0329No
2True Wealth★ 5,0245No
3Coast Financial Planning★ 5,076No
4Medina Johnson★ 5,064No
5My Wealth Solutions - Financial Advisors & Planners★ 5,050No
10Wahlstrom Financial Services (this page)★ 4,956No
Contact
+61755740667www.wfsqld.com.au5/128 Bundall Rd, Bundall QLD 4217
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed