Sam Wallis-Smith

Wallis-Smith Financial Planning

Platinum
29 Yrs Experience
Adelaide, SA 5000
4.96
23 Reviews
5
4
3
2
1
4.96
Clear communication
4.96
Knowledge & expertise
4.96
Customer care
4.96
Likely to recommend
Showing reviews 1—10 of 23

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5.00

"Was great to have met Sam and Victoria >10 years ago and their partnership and advice is an investment worth many %'s of ROI. Their advice has provided a safe, sustainable and solid pathway to financial independence, early retirement options, 'life happens' management strategies and comfort in the direction and years ahead."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The team at Wallis-Smith Financial Planning provide genuine care and personalised attention to detail. As a client of 15 years I have consistently found their advice and recommendations to be reliable, timely and trustworthy. Sam and Victoria have contributed balanced, unbiased financial perspectives on numerous occasions to assist in short-term decision making whilst continuing to review and monitor the things that impact on longer term objectives. Annual reviews are exceptionally well prepared with measurable and attainable projections presented clearly, along with associated actions and a follow up report for accountability. Couldn't recommend more highly."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has always had my best interests at heart in my financial investments as well as communicating with D.V.A. on my behalf. His professionalism is exemplary. There very few people in the financial world that could match his sincerity and honesty."

  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has been our adviser for twenty eight years . During this time he has proved to be a person of great integrity, professionalism and expertise. He is very approachable and his quick response to any specific need and concern has been exceptional and his advice , knowledge and assistance first rate. Communication is excellent. He keeps us fully informed to any changes that are necessary or may be needed in the future and we feel comforted, supported and confident in the knowledge that he is managing our affairs."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are currently enjoying an overseas holiday and can definitely say that we wouldn't be here without Sam's sound advice. Signing up with Sam has been one of the best decisions our family has ever made."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Expat Finance
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The best thing I ever did was go to Sam for financial advice. He is caring, empathetic, professional, knowledgeable and very personable. I can contact him with any queries and rely on his support and sage advice. He has literally given me peace of mind because of his expertise, and set me up for the rest of my life. He’s a gem!"

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"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."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting