Sam Wallis-Smith

The team at Wallis-Smith Financial Planning provide genuine care and personalised attention to detail. As a client of 15 years I have consistently found their advice and recommendations to be reliable, timely and trustworthy. Sam and Victoria have contributed balanced, unbiased financial perspectives on numerous occasions to assist in short-term decision making whilst continuing to review and monitor the things that impact on longer term objectives. Annual reviews are exceptionally well prepared with measurable and attainable projections presented clearly, along with associated actions and a follow up report for accountability. Couldn't recommend more highly.

Sam has always had my best interests at heart in my financial investments as well as communicating with D.V.A. on my behalf. His professionalism is exemplary. There very few people in the financial world that could match his sincerity and honesty.

Sam has been our adviser for twenty eight years . During this time he has proved to be a person of great integrity, professionalism and expertise. He is very approachable and his quick response to any specific need and concern has been exceptional and his advice , knowledge and assistance first rate. Communication is excellent. He keeps us fully informed to any changes that are necessary or may be needed in the future and we feel comforted, supported and confident in the knowledge that he is managing our affairs.

We are currently enjoying an overseas holiday and can definitely say that we wouldn't be here without Sam's sound advice. Signing up with Sam has been one of the best decisions our family has ever made.