Sam Khan

Viridian Financial Group Limited

Platinum

11 Yrs Experience

Mount Waverley, VIC 3149

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I understand that every client has unique circumstances and my aim is to help identify your specific aspirations and develop tailored strategies to work towards achieving them.

By working closely with you , I strive to create a financial plan that aligns with your personal goals and provides you with the confidence to pursue the lifestyle you desire.

Whether you are looking to plan your retirement, invest in your future, ensure you have adequate levels of personal insurances or manage your finances more effectively, I am here to offer my expertise and support every step of the way.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Aged Care
Cashflow & Income
Complex Investments
Tax Strategies
Wills & Estates

Every client situation is unique and requires different strategies. With this in mind, I make it a priority to work with each client individually to gauge their specific needs and objectives. By doing so, I can develop a tailored financial plan that aligns perfectly with their goals.

This personalised approach also extends to my fee structure. Understanding that every client's situation is different, I charge accordingly to ensure that my services are both fair and valuable.

5.00 February 2025

My interaction with Sam has been smooth and professional. He understands the big picture as well as the detail, your future and his communication is excellent. He is also accessible with a good team supporting him.

5.00 February 2025

I am very happy with the advice that I get from Sam. When I first started with Sam as my Superannuation adviser and now in my retirement I was under the belief that I will need a million dollars to live comfortably. I didn't have even half of that amount and to my surprise I am getting a very comfortably pension and haven't used any of my principal amount but earning more each year so that I can pull out some funds and travel to all the places I wish to.

5.00 December 2024

Communication with Sam is easy if I call for advice he is always there to answer to questions asked and help inform what is there to be done no issues in taking his advice.

5.00 November 2024

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.

4.25 November 2024

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!

Adviser status Platinum
Rating 4.95
Number of reviews 32
First year providing advice 2014
Years of experience 11
Highest qualifications
- Master of Business Administration
- Master of Financial Analysis
- Master of Professional Accounting
Languages spoken
- English
- Hindi
- Punjabi