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 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. In the past, I have helped 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 and I love imparting sound advice with people that 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 Toro Wealth, we are a purely fee-for-service model. We do not charge any ongoing fees 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 have no conflicts of interest. I have a growth mindset and I like to always be learning and evolving. I have a masters in Financial Planning and I believe this is the hallmark of a true professional and this complements my skillset and real-world experience perfectly. Feel free to get in touch and book a no-obligation complimentary meeting.