Sam Bonello

GrowUp Financial

Bronze
6 Yrs Experience
Erina, NSW 2250
I started my financial advice career after seeing the depth of relationships my freind, 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.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.85
  • Number of reviews 21
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

GrowUp Financial

30 Karalta Rd
Erina, NSW 2250

Opening hours

  • 12:00pm – 6:00pm Sunday
  • 7:00am – 5:00pm Friday
  • 7:00am – 7:00pm Monday – Thursday

Licensed by

Charter Financial Planning

AFSL 234665

4.85
21 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"Sam guided me through the process of contributing to my Superannuation and claiming a portion of that contribution back through my Tax Return. He provided thorough and accurate advice regarding this process and the reasons for doing so, and delivered clear instructions throughout. Without Sam's input, this would have been a painful and expensive experience. I highly recommend Sam's financial advice and I intend on consulting him with any inquiries I have in the future."

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

"I really enjoyed meeting Sam. He explained everything very clearly to me which was a great relief as I am not confident around financial issues. He broke down each process in simple steps which I could follow and went over and above in offering guidance that my son benefitted from. I have already recommended him to other friends."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sam has provided us with a financial strategy that gives us peace of mind for our current retirement years. It's a nice feeling that you can have trust and confidence in someone like Sam."

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

"Sam became our financial advisor a couple of years ago and quickly developed understanding of our individual situation. With observable, dependable, personal values and a very professional approach to his business clients, Sam quickly gained our trust. He has always been quick to respond and has the relevant, objective data at his fingertips. We highly recommend Sam."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Sam is always helpful and quick to respond to my queries in regards to managing my superannuation. He is able to understand what I'm looking to do and clearly explains the steps I need to take, providing additional assistance when needed without hesitation."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam is great. Takes the time to explain what he’s talking about in depth. Knowledgeable and very friendly. Highly recommend Sam."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam made the effort of obtaining super statements extremely easy"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I would wholeheartedly recommend Sam because of his professionalism and knowledge of all aspects of transition to retirement set up and procedures. He always answers my queries promptly and in a manner I can understand either by email or in a meeting. I have no doubt Sam is always honest and trustworthy in his management of my financial affairs."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sam has provided me and my partner, significant financial advice in relation to the FHSS and other matters, which boosted our borrowing potential for our first home loan. Sam was personable and always in contact. I would recommend Sam for anyone requiring financial advice."

  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Sam has given us advice on retirement and pension options that are best for our needs. Sam was able to explain options in a clear and precise way. We find Sam very approachable and helpful and felt very confident with the advice that was given to us."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016
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