Samuel Merryfull

We've worked with Sam over the course of 18 months and now feel confident we are set up and on our way to being financially future proofed. A fear of ours in seeking financial advice was feeling silly about what little we knew but Sam has always been willing to answer our inquiries, and never made us feel a fool. Sam has been supportive of our goals and we are so appreciative of the assistance, advice and accountability he has been eager to provide. It certainly helps that Sam is very personable and easy to talk to about topics that may be difficult with others. Thank You Sam!

Sam is the utmost professional and always available when needed. He guided and supported me from Day 1, in order to reach all my financial goals, which have mostly been achieved.

He loves spreadsheets as much as me! You rock Sam!

Sam has been an absolute delight to work with and I am so glad to have him in my corner keeping me accountable and help me get clear about budgeting. Full time planner, part time counsellor, Sam is non-judgmental, super knowledgeable and brings humour to the process. I can be completely honest with where I'm at and he knows how to get me back on track. I didn't think it was possible to have fun about finances! I would highly recommend Sam!

Sam is a joy to work with. He’s responsive, consistently strives for excellence, and has supported me really well.