WLM Financial Services

Tenant CS was appointed to help WLM Financial Services find the perfect office.

Client Overview

No. of projects:
Multiple Projects
Single Project
Size:
520 sqm
Locations:
Sydney
Location:
Sydney
Industry:
Finance & Accounting
Project Type:
Office Relocation
Project Types:
Office Relocation
About the company
WLM Financial Services is a privately owned and licensed business that provides a comprehensive range of personal and business advisory services across three core areas: Financial Planning, Chartered Accounting and Wealth Management.
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Featured Project

At a glance

Over $600K in savings above average market rates
Quality space with unobstructed harbour views
Negotiated limited makegood requirements

The Brief

Faced with a fast-approaching lease expiry, WLM Financial Services engaged Tenant CS to help them source a new office in a central CBD location with competitive rates.

Tenant CS worked to:

  • Establish requirements and objectives
  • Canvass the market to identify suitable relocation options within the Sydney CBD
  • Enter lease negotiations concurrently with the owners of shortlisted properties and WLM’s current landlord
  • Provide ongoing financial analysis regarding the progression of offers
  • Secure the perfect relocation option with above average market terms

The Results

Tenant CS was able to identify and secure a premium fitted space only moments from their existing office, which offered unobstructed harbour views at a lower rental rate than their existing premises. Using building uncertainty as leverage, Tenant CS was able to negotiate above market terms, generating over $600,000 in savings above what a comparable building would typically cost.

Tenant CS was also able to achieve savings on make good and negotiate landlord reimbursement of the tenant representation fee.

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