I am driven by a strong desire to help people achieve their personal, business and financial goals along their journey to a fulfilling and rewarding life.
I am a CERTIFIED FINANCIAL PLANNER® with over 10 years experience in the financial services industry.
Sam has been my financial adviser for over three years and I highly recommend him. Along with his expert knowledge in the financial planning profession, he is a consummate professional and well versed in explaining changes or updates to my portfolio. Sam was able to explain the benefits and assist with setting up my SMSF and property investing through the fund. He also provided assistance and guidance on maximising my salary sacrifice with my employer. Sam is a great communicator and listened to what my goals and objectives are and was able to offer and suggest the right approach to help me on the path to obtain them. Sam has a genuine care for his clients and their goals.
Sam has been a massive help. I have not been solely responsible for my finances for more than 20 years. I was completely lost and naive about budgeting, lending, super and finance in general. Over a couple of meetings Sam took the time to understand my needs and know me, he reassured me and guided me thought quite a stressful time. Due his his wise advice and understanding of my needs I know have a solid super plan set up, savings and investment plan and I have just bought my first solo property. I highly recommend Sam - a great guy and wise and caring advisor.
Sam has always given us the confidence with advice in areas relating to our needs. He is usually able to explain things in a clear way through his knowledge and experience. we have always received his full care and attention when needed.
Sam has been extremely attentive in all his dealings with me. His responses are always prompt and very helpful. I trust Sam's advice, he is very knowledgeable and has provided me with options and alternatives. Sam has always provided me with food for thought and then we usually meet to discuss everything until I am comfortable on making a final decision. He really is a pleasure to deal with, also very personable. I would highly recommend Sam.
Sam has been our adviser for many years and we have found him to be very attentive to our needs, very astute at assessing the right requirements for our superannuation and retirement. We would highly recommend him to anyone requiring financial advice.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 2009
- Years of experience 14
- Certified Financial Planner (CFP)
Advice to EmpowerSuite106, 43 Majors Bay Rd
Concord, NSW 2137
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd