Sam Martin

Goldsborough Financial Services

Gold
21 Yrs Experience
Parkside, SA 5063

I enjoy helping people accumulate wealth and achieve their retirement goals, but I particularly enjoy the retirement planning side of financial advice. That means helping clients make sense of the wealth and structures they’ve built over their working lives, including investments, superannuation, trusts and company structures, and then working out how best to transition those assets into retirement. My focus is on providing the income they need, minimising tax, accessing Centrelink entitlements where available, and making their money last as long as they need.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.97
  • Number of reviews 31
  • First year providing advice 2005
  • Years of experience 21
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Goldsborough Financial Services

160 Greenhill Rd
Parkside, SA 5063

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Goldsborough Financial Services

AFSL 225330