Sam Simpson

Advice to Empower

Gold
13 Yrs Experience
Concord, NSW 2137
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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Advice to Empower

Suite106, 43 Majors Bay Rd
Concord, NSW 2137

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.95
14 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After many years with no financial plan, I first met with Sam earlier this year and am very glad I did. He has provided me comprehensive advice on managing my cash flow and setting up my investment portfolio. He has clearly focused on my individual goals and tailored my financial plan to suit my circumstances. Top marks for his customer service - Sam is highly approachable and always happy to give me his full attention and comprehensively answer my many questions."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam took his time to thoroughly understand our financial circumstances and personal preferences before proposing a comprehensive financial planning strategy. We were informed throughout the whole process and Sam was always on hand to answer questions. He managed transactions, account set up, vendor management, trust and company establishment on our behalf making for a stress-free restructuring of our personal finances. We feel confident in the approach that has already paid dividends and are hopeful for our financial future in Sam's good hands."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam provided me and my partner with clear information surrounding superannuation, insurances and loan products. Through Sam's knowledge and experience, I feel very confident that the advice provided was right for our current and future requirements."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Planning for your future can be an intrepid experience, but with Sam Simpson it was an exciting, informative and pleasurable experience. Sam’s understanding, compassion, superior knowledge and personalised service was thorough, extensive and simply excellent. His care and management left us feeling relieved and organised, and more importantly confident that our future financial health was in good hands. I can’t recommend Sam highly enough!"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has been my advisor for a couple of years now and I came to him through a family friend who raved about him. Before my experience with Sam I was often left confused with advice and made to feel like I was an insignificant part of the persons business. I am really happy to say that Sam has always been extremely willing to help, providing clear and consistent advice and being very generous with his time to make sure i have a very strong understanding of the advice and financial strategies that he is recommending for me and my family. I wouldn't hesitate to recommend Sam to anyone who is looking for clear financial advice that delivers great outcomes."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Murdoch University
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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