I’ve been working in the financial services industry since 2014, and have been fortunate to land at a business with values that I share, and a culture I enjoy.
Helping my clients to get on top of their finances, and plan out their goals is a rewarding process – bettered only by seeing them achieve those goals.
I grew up with a very close family, but we weren’t blessed with a considerable amount in the bank, the primary reason I looked to get into financial planning. Having navigated some big financial & life decisions decision in the last few years, I feel like that’s provided me with a more rounded approach to helping clients.
The majority of my work is with time-poor singles and couples, that often develop into young families with more moving parts & less time to stay focused on their goals.
I work predominantly with my clients over zoom, but when the opportunity arises, it’s great to sit belly to belly with them.
I fundamentally believe that you need to get a grip on your cash flow, and put some solid foundations in place before reaching for the stars – but everyone can get there with a bit of hard work.
Initial goals setting & discovery session - no cost. The initial project we do can be anywhere from $3,500 - $6,600, depending on the complexity of the advice. Ongoing advice relationships start from $299 per month.
Sam has had to put up with my slow response and apathy toward the important things in life like superannuation and debt reduction. He does so with professionalism and the humour needed to get me through to successful outcomes every time we review where we are at. It’s a combined journey and Sam and the team are truly part of that journey.
Sam has always been a great help since I started working with him. He is always responsive, and very organized. He has helped me to grow my retirement balance & super, and to understand what my retirement income will look like down the track.
Sam is a wonderful adviser who has helped me understand and implement better finance structures as a single parent. He is prompt and explains every step of new processes clearly. I’m so grateful for his kind and expert advice.
Sam has given me advice on superannuation and income protection insurance. his knowledge in these areas have been been very helpful in achieving my goals to early retirement. Investing my super in the right funds without the high risk and still getting the best results with my investment. Sam has always been great with prompt response to any of my queries and striving to get me where I want to be at retirement.
Sam took me through the insurance and superannuation products thoroughly which was a great help in understanding what the changes were that we were making to the policies. I was happy with the information provided and felt confident in his advice.
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2015
- Years of experience 8
- Bachelor of Commerce
Rising Tide Financial ServicesGround Floor, 470 St Kilda Rd
Melbourne, VIC 3004
- 7:00am – 6:00pm Monday – Friday
Amp Financial Planning Pty Ltd