Sam Hodder

Wealth Retirement Management Pty Ltd

Bronze
18 Yrs Experience
Brighton, VIC 3186

I am a Senior Financial Adviser/Financial Strategist with over 28 years’ experience in the financial services industry, including 13 years in private wealth management operating my own practice. I enjoy providing quality financial advice for every part of a person’s life and working with clients to create and protect wealth.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Applied Finance
  • Language spoken
    • English

Wealth Retirement Management Pty Ltd

Level 2, 181 Bay St
Brighton, VIC 3186

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Spark Advisors Australia

AFSL 380552