I started my financial advice career after seeing the depth of relationships my friend, an adviser of 30+ years had with his clients.
Personal finances, wealth creation and wealth protection are relatively easy for someone strange enough to enjoy these areas. By contrast, people are complicated in the way we allow our attitudes towards ourselves and our money reflect a disconect between our deepest values and our financial decisions large and small.
I enjoy building trust with people so I can understand them and bring their personal wealth goals and their finacial picture into alignment.
If you would like to get rich quick you should probably talk to someone else. If you want to be healthy, wealthy and wise then I am confident I can help ; )
I look forward to talking with you soon.
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Honest and very informative
We very confident in Sam's advice and strategies.
- Adviser status Bronze
- Number of reviews 33
- First year providing advice 2016
- Years of experience 7
- Diploma of Financial Planning (1-8)
GrowUp FinancialOffice 4C, Fountain Plaza, 148 Central Coast Hwy
Erina, NSW 2250
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Charter Financial Planning