WLM Financial Services

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
520 sqm
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.
WLM Financial Services

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.

WLM Financial Services

Project Team

Project Team

Project Team

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