Sam Bonello

GrowUp Financial

Bronze
6 Yrs Experience
Erina, NSW 2250

I started my financial advice career after seeing the depth of relationships my freind, an adviser of 30+ years had with his clients. 

Personal finances, wealth creation and wealth protection are relatively easy for someone strange enough to enjoy these areas. By contrast, people are complicated in the way we allow our attitudes towards ourselves and our money reflect a disconect between our deepest values and our financial decisions large and small. 

I enjoy building trust with people so I can understand them and bring their personal wealth goals and their finacial picture into alignment. 

If you would like to get rich quick you should probably talk to someone else. If you want to be healthy, wealthy and wise then I am confident I can help ; )

I look forward to talking with you soon.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.90
  • Number of reviews 23
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

GrowUp Financial

Suite 16, 30 Karalta Rd
Erina, NSW 2250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Charter Financial Planning

AFSL 234665