Sam is passionate about her members and the long-term relationships she has with them. That’s why she uses a ‘tough love’ approach to help them achieve their dreams. Each member will be kept accountable and on track to ensure they live the lifestyle they’ve aspired to. And her approach works! Sam is an award-winning adviser, recognised for some of the most significant awards in the industry, and is highly experienced in: •strategic financial advice •wealth accumulation •investments • superannuation • retirement planning • risk protection • cash-flow management • debt structuring • estate planning As an active member and a Chair of the Association of Financial Advisers (AFA) GenXt Committee, Sam is a firm believer of performing to the highest standards and adopting the utmost ethics and compliance. Keeping up-to-date with changes to industry practices is a high priority for Sam, which is why she’s continuously undertaking further education to enhance her industry knowledge. This ensures she offers you the most relevant and well-informed advice. Sam loves goals-based financial planning as, like you, she is in the same boat. She works hard in her business to enjoy the flexibility which allows her to travel and enjoy financial independence.
Samantha as financial advisor gained my trust with her knowledge and her always can help support. She truly understood my needs and created a plan that I'm confident about will work out for my retirement and current needs.
She is passionate and knowledgeable and very down to earth.
Highly recommend Samantha for financial advice and helping make your goals and dreams a reality.
Sam is a gun! When I first sat down with her she spent a lot of time working out what I wanted to achieve. With Sam's help we have started to achieve goals I never thought was possible! I have and will continue to refer my friends and family to Sam.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2011
- Years of experience 12
- Fellow Chartered Financial Practitioner (FChFP)
Pursue WealthLevel 4, Suite 1, 80 Market St
South Melbourne, VIC 3205
- 9:00am – 5:00pm Monday – Friday
Grimsey Wealth Pty Ltd