Sam Simpson

Sam has been a massive help. I have not been solely responsible for my finances for more than 20 years. I was completely lost and naive about budgeting, lending, super and finance in general. Over a couple of meetings Sam took the time to understand my needs and know me, he reassured me and guided me thought quite a stressful time. Due his his wise advice and understanding of my needs I know have a solid super plan set up, savings and investment plan and I have just bought my first solo property. I highly recommend Sam - a great guy and wise and caring advisor.

Sam has always given us the confidence with advice in areas relating to our needs. He is usually able to explain things in a clear way through his knowledge and experience. we have always received his full care and attention when needed.

Sam has been extremely attentive in all his dealings with me. His responses are always prompt and very helpful. I trust Sam's advice, he is very knowledgeable and has provided me with options and alternatives. Sam has always provided me with food for thought and then we usually meet to discuss everything until I am comfortable on making a final decision. He really is a pleasure to deal with, also very personable. I would highly recommend Sam.

Sam has been our adviser for many years and we have found him to be very attentive to our needs, very astute at assessing the right requirements for our superannuation and retirement. We would highly recommend him to anyone requiring financial advice.