17 Reviews

Sam Wallis-Smith

Wallis-Smith Financial Planning

Platinum

28 Yrs Experience

Adelaide, SA 5000

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Wallis-Smith Financial is a family owned practice specialising in retirement planning and wealth accumulation.

Having founded the practice in 1996, I am still just as passionate today about helping clients make the most of their money.

My wife, Victoria Wallis-Smith joined the practice in 2007 after a successful career as a Chartered Civil Engineer.

Together we make a formidable team in addressing our clients complex problems from different angles to get the best possible result.

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Aged Care
Small Business Advice
Tax Strategies
Growing Assets

5.00 March 2019

Sam has given me advice with super fund investments and transition to retirement. He was always very clear with his advice and the reasons why he thought it would work well. He is very happy to clarify anything at any time . He has also followed up issues in a timely and pleasant manner. I feel very confident that the advice given was right for my needs.

5.00 September 2017

Excellent advice from Sam and great feedback from his staff. We're very happy we signed up

5.00 August 2017

Deciding to change to a new financial adviser was rather daunting to say the least! However, Sam explained and outlined everything in a way that I could follow and comprehend. I am very pleased with the Statement of Advice that he has set up for my husband and myself.

4.00 March 2017

We both found Sam to be very thorough and explained his strategies in a language we could understand. We feel comfortable having Sam manage our Superanuation and looking out for any changes through Centrelink for us in the future.

5.00 March 2017

My wife and I are extremely pleased with the advice that Sam and his advisors have given us over the past few years that we have been his clients. We are both confident that based on this advice our future financial needs will be more than adequately covered.

Adviser status Platinum
Rating 4.94
Number of reviews 17
First year providing advice 1996
Years of experience 28
Highest qualification
- Bachelor of Commerce
Language spoken
- English

Wallis-Smith Financial Planning

Level 1, 85 Hutt Street
Adelaide, SA 5000

9:00am – 5:00pm Monday – Friday

Alliance Wealth Pty Ltd

AFSL 449221

Sam Wallis-Smith

Wallis-Smith Financial Planning

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Wallis-Smith Financial Planning

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Alliance Wealth Pty Ltd