Samuel Kerr

If you're wondering whether your super is set up the right way — or whether your money will last through retirement — you're in the right place.

I'm Samuel Kerr, founder of Super Wealth Advice. I am a specialist in superannuation and retirement planning. I work with two groups of people: younger Australians who want to get ahead financially, and pre-retirees and early retirees who want the confidence to spend in retirement without the fear of running out of money.

Getting your super right early and having a plan to pay your mortgage off faster makes an enormous difference over time. We use an evidence-based approach with super. The right asset allocation (investment option) for your age and goals, lower fees, a tax-effective super structure and a smart strategy. This can mean tens of thousands, and often hundreds of thousands of extra dollars by the time you retire. I help younger accumulators cut unnecessary fees, choose the right fund, and harness the power of compound interest while time is still on their side.

For those approaching or entering retirement, what my clients tell me most often is that they finally feel more confident and secure about their retirement — not because I've handed them a strategy, but because I take the time to explain things clearly, answer every question, and help them execute a tried and tested, evidence-based plan that works. The results speak for themselves: a strategy built around your goals, and a clear picture of how long your money will likely last and the certainty to spend with confidence, so you can enjoy your retirement.

Everything I do is grounded in three core values: integrity, respect, and creating genuine value. At Super Wealth Advice, I am 100% fee-for-service with no alignment to any banks, super funds, or financial institutions. That means the advice you receive does not have any conflicts of interest and is always in your best interests — not mine.

I hold a Master of Financial Planning and a Bachelor's in Psychology. I have spent years in financial advice, mortgage broking and the trenches of real-world investing. I practise what I preach, and I am in a strong financial position personally. I believe in and apply the same fundamentals I recommend to my clients.

Whether you're 30 and just getting started, or 60 and ready to retire, I'd love to show you what's possible. Reach out and book a no-obligation, complimentary 15-minute Discovery call to see if I can help and add value.