Samuel Kerr

Toro Wealth Pty Ltd

Bronze
6 Yrs Experience
Mermaid Beach, QLD 4218

My primary purpose is to do what is right for YOU and your situation. Everything I do is based on my core values of integrity, respect, and creating value. I specialise in helping pre-retirees and early retirees achieve the peace of mind that they can spend with confidence and know their money is not going to run out. In the past, I have helped people of all ages and at all stages of life and I am extremely 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 wealth creation and good money management do not change and I love imparting sound advice with people that 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 Toro Wealth, we are a purely fee-for-service model. We do not charge any ongoing fees and are not aligned to any banks, super funds or financial institutions. We can truly provide unbiased advice that is in your best interests. I am proud to stand by this industry-leading fee structure and we have no conflicts of interest. I have a growth mindset and I like to always be learning and evolving. I have a masters in Financial Planning and I believe this is the hallmark of a true professional and this complements my skillset and real-world experience perfectly. Feel free to get in touch and book a no-obligation complimentary meeting.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

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

We have standard fees but we quote on complexity.

For standard holistic financial planning advice for a single person it is $4,000 + GST.

For standard holistic financial planning advice for a couple it is $5,000 + GST.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 33
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Toro Wealth Pty Ltd

Suite 10, 5 Markeri St
Mermaid Beach, QLD 4218

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Core Value Financial Advice Ltd

AFSL 480387