Samuel Boon

Your goals. Your plan. Your future.

Most people don’t dream about “financial products” they dream about living life on their own terms. But without a clear, personalised plan, it’s easy to get stuck navigating property markets, superannuation, investments, and debt without direction. For young professionals, families, and business owners, the challenge isn’t just about money it’s about turning goals into a real, achievable future.

That’s where I come in. I’m part of a self-licnesed firm therefore as a financial adviser with no ties to any financial products, which means my advice is shaped entirely by your priorities, not sales targets. I take a goals-based approach to advice, starting with what you want to achieve and then building a practical, easy-to-understand strategy to get you there. From building wealth through property investments, to optimising superannuation, planning for retirement, or managing debt effectively, every plan is tailored to your life, your values, and your ambitions.

Having worked across both metropolitan and regional Queensland, I understand the unique opportunities and challenges at every stage of life and business. My approach is grounded in real-world solutions, research based theories so you can make decisions today that create more freedom, security, and choice for tomorrow.

Outside of work, you’ll often find me on the basketball court, exploring Townsville’s outdoors, or spending time with my wonderful partner Ivy and our Dalmatian, Henry. They’re constant reminders that the best plans aren’t just about building wealth they’re about creating a life you love.