Samuel Kerr

My primary purpose is to do what is right for YOU and your situation. Everything I do is based on my core values of integrity, respect, and creating value. I specialise in superannuation and helping pre-retirees and early retirees achieve the peace of mind that they can spend with confidence and know their money is not going to run out. I also help people of all ages and at all stages of life and I am extremely confident that I can create value for whoever I engage with and put them in a better position financially. I have worked as a Financial Adviser and Mortgage Broker (not currently) for many years, so I have a deep understanding of personal finances. I am in a strong financial position personally, and I practise what I preach. I believe the fundamentals of wealth creation and good money management do not change. I love imparting sound advice to people who want and need it. I enjoy sharing what I have learned and helping people on their journey of becoming financially successful and achieving their goals. At IQ Financial Planning, we are a purely fee-for-service model and are not aligned to any banks, super funds or financial institutions. We can truly provide unbiased advice that is in your best interests. I am proud to stand by this industry-leading fee structure and we do not have no conflicts of interest. I have a growth mindset and I always like to be learning and evolving. I have a masters in Financial Planning, and I believe this is the hallmark of a true professional. This complements my skillset and real-world experience perfectly. Feel free to get in touch and book a no-obligation complimentary meeting.