Sam Wallis-Smith

Wallis-Smith Financial Planning

Platinum

28 Yrs Experience

Adelaide, SA 5000

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Retirement Specialists: We help our clients make the most of what they've got, so they can enjoy a successful retirement.

Experience You Can Trust: Founded by Sam Wallis-Smith in 1996 - we remain family owned and Adelaide based to this day.

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Shares & Investments
Redundancy
Aged Care
Tax Strategies
Growing Assets

5.00 March 2019

Sam has given me advice with super fund investments and transition to retirement. He was always very clear with his advice and the reasons why he thought it would work well. He is very happy to clarify anything at any time . He has also followed up issues in a timely and pleasant manner. I feel very confident that the advice given was right for my needs.

5.00 September 2017

Excellent advice from Sam and great feedback from his staff. We're very happy we signed up

5.00 August 2017

Deciding to change to a new financial adviser was rather daunting to say the least! However, Sam explained and outlined everything in a way that I could follow and comprehend. I am very pleased with the Statement of Advice that he has set up for my husband and myself.

4.00 March 2017

We both found Sam to be very thorough and explained his strategies in a language we could understand. We feel comfortable having Sam manage our Superanuation and looking out for any changes through Centrelink for us in the future.

5.00 March 2017

My wife and I are extremely pleased with the advice that Sam and his advisors have given us over the past few years that we have been his clients. We are both confident that based on this advice our future financial needs will be more than adequately covered.