Samuel Kerr

IQ Financial Planning

Bronze

6 Yrs Experience

Southport, QLD 4215

About Samuel
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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.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets

We have standard fixed fees for service and we quote on complexity.

For simple super and insurance advice for a single person it starts from $2,000 + GST.

For retirement planning advice for a single person it starts from $4,000 + GST.

5.00 November 2024

I thought this service was just another telemarketing service or even a scam. How wrong I could be! After providing some initial information Sam went away and came back with a comprehensive review of my current super arrangements and thoroughly explained how some simple changes could create a massive difference at the back end of my working career leading into retirement. Sam was very personable, a great communicator, passionate and excellent at building trust and connection. Needless to say I have already recommended Sam's services to friends and family to assist!

5.00 November 2024

I highly recommend Samuel for the work he does. He was very patient and understanding when we weren’t quite clear on what we were talking about, and he explained everything in layman's terms. Samuel really took the time to understand us and our needs. We're very happy to have him helping us improve our future moving forward."

5.00 August 2024

We recently enlisted the services of Toro Wealth after watching their highly informative YouTube videos related to superannuation. We liked their fee-for-service pricing structure. Our consultant, Sam Kerr, communicated very well and was very comprehensive in his review of our finances. Sam exceeded our expectations, and we are extremely happy with the service provided. The immediate tax savings alone more than paid for the service rendered. Highly recommended!

5.00 July 2024

I specifically went to Toro Wealth as they claimed to specialise in the superannuation field and the age group that my wife and I are in; they didn't disappoint. Sam Kerr walked us through the process and was very patient and understanding of all our questions and concerns.

After completing the process, we now have a well thought out and structured retirement plan for my wife, giving us a better outcome than I could have expected. My plan has also been updated and I will be following up with them next year to more precisely introduce steps that will even further improve the outcomes of what we have already organised.

I wouldn't trust my retirement financial advice to anyone else after dealing with Sam and Toro Wealth. Cannot recommend them highly enough.

5.00 July 2024

Was a bit unsure what way to go in regard to paying off investment properties or putting more into our super, but after a couple of meetings with Sam he presented a clear pathway which my wife and I will now pursue. Not only was it an easy process but Sam explained things as we went. This proposal will not only enhance our retirement plans but has also saved us thousands of dollars and without Sams in-depth knowledge we would have continued down the same path. Big thanks to Sam.