Sam Khan

Sam's work ethics and communication skills with his clients are a strong indication of his ability . He has explained every step of the process of investing for my future . I would have no hesitation in recommending Sam from all my dealings with him.

We were referred to Sam as my parents have been clients of this service for many years. My partner and I needed advice and help with setting up better superannuation and income protection insurances for our peace of mind and future retirement. Sam has been very approachable and professional throughout, and has always explained the service he provides, the benefits and time lines of what we need to do and is honest about what we need or don't need. Superannuation is something we both had no real idea about, so having Sam explain and provide options was really helpful and we both feel like we are in good hands now! Would recommend Sam to anyone looking for financial advice as he is honest and explains things so they are clear. He's not pushy at all, and we feel like he does have our best interests in mind. Thanks Sam!

Sam is highly knowledgeable and his advice is tailor made for our particular circumstances. He is very approachable and returns messages very promptly. I highly recommend him as a financial adviser.

Sam is always available by phone. He understands our needs, patiently explains our questions in language that is understandable. His SOA’s are professional and clearly set out.