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Sam Woodhouse

Intune Financial Services

Bronze
11 Yrs Experience
Malvern East, VIC 3145

Helping you to make your money work for you in your 30’s and 40’s so you can live a more balanced life.

When I first started in financial advice, I was mainly helping retirees. Over and over again, I would hear the regret in their voices because many now didn’t have the money or health to do all the things they wanted.

I got into financial planning because I wanted to help people but after working with retirees for over a decade I knew if I wanted to have a real impact, I needed to work with people well before retirement so I could help them have more money, control, and choices now rather than waiting for retirement.

But I know in your 30’s & 40’s you are often super busy with your career and family and this money stuff is easy to put into the “I’ll get too basket” and before you know it you blink and have cost yourself a decade.

That’s why I founded Intune Financial Services, to make it easier for you to start building momentum towards Financial Freedom and living your life the way you want.

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We provide a simple fixed fee for service similar to if you went to an accountant or lawyer.

We provide a brokerage option for those needing to set up insurance with cashflow issues, a fixed fee for service our preferred option.

At a glance

  • Adviser status Bronze
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Intune Financial Services

14 Dene Ave
Malvern East, VIC 3145

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892