Samuel Kerr

IQ Financial Planning

Bronze

7 Yrs Experience

Southport, QLD 4215

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My primary purpose is to do what is right for YOU and your situation. Everything I do is based around my core values of integrity, respect, and creating value. I specialise in superannuation and retirement planning. I really enjoy helping pre-retirees and early retirees achieve peace of mind that they can spend with confidence and understand how long their money is likely to last. I also enjoy helping people understand and harness compound interest. I am very confident that I can create value for whoever I engage with and put them in a better position financially. I have worked as a Financial Adviser and Mortgage Broker (not currently) for many years, so I have a deep understanding of personal finances. I am in a strong financial position personally, and I practise what I preach. I believe the fundamentals of good money management and wealth creation do not change. I love imparting sound advice to people who want and need it. I enjoy sharing what I have learned and helping people on their journey of becoming financially successful and achieving their goals. At IQ Financial Planning, we are purely fee-for-service and are not aligned to any banks, super funds or financial institutions. We truly provide unbiased advice that is in your best interests. I am proud to stand by this industry-leading fee structure. I have a growth mindset, and I always like to be learning and evolving. I have a masters in Financial Planning, and I believe this is the hallmark of a true professional, which complements my skillset and real-world experience perfectly. Feel free to get in touch and book a no-obligation complimentary meeting.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets

We have standard fixed fees for service and we quote on complexity.

For simple super and insurance advice for a single person it starts from $2,000 + GST.

For retirement planning advice for a single person it starts from $4,000 + GST.

We quote depending on complexity.

We are purely fee for service.

5.00 July 2025

Sam has great communication and very interested in his client achieving their best possible returns and overall financial position.

5.00 July 2025

Samuel provided us with lots of information regarding my husband's retirement and my future working goals. We were pleased with his advice on moving into retirement phase, shifting our Superannuation for a projected higher return and his advice on maximising any Centrelink benefits. He was also able to give us a financial picture for the future based on his recommendations which gave us added security for our future. Samuel is very proactive and patient, we appreciated that he didn't use all the jargon, just explained it in terms that we understood. The best thing is that Samuel wants the best financial outcome for you and is not bound by restrictive company-based products which was a concern for us when seeking to engage a financial adviser. Thank you, Samuel, for your expertise and advice, you are very much appreciated by us.

5.00 July 2025

Spoke with Sam on super roll over. Very happy with the financial advice and how to manage my money. Will be staying the course with the financial advice provided.

5.00 July 2025

I highly recommend Samuel. He is very knowledgeable, patient and clear with client’s needs. Very happy with his service and confident in investment.

5.00 June 2025

Couldn't be happier than my recent Annual Review Meeting with Sam. He is extremely knowledgeable and professional in anything to do with Superannuation and Financial Planning. He really listened to everything I had to say and I could feel that he really cares about his clients successful financial futures and tries to help them do as best possible. I will highly recommend his services to others and look forward to working with him.