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Whatever your Dreams for

Retirement

We can Help
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Whatever your Dreams for

Wealth
Creation

We can Help

Our Family is your team

Wallis-Smith Financial Planning has been built on a foundation of providing high quality advice for our clients.

Our team has developed two distinct areas of specialisation, ensuring clients individual needs can be addressed in the best possible way.

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Deckchair Sunset Couple

News Articles

Spending in retirement: how much can you afford?

While many of us long for a leisurely lifestyle one day, making your savings last a lifetime is a tricky proposition. Here we discuss how the way you spend, can hugely affect your quality of life after work.

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Green eye

News Articles

Staring At A Screen All Day?

Our eyes are pretty amazing organs. We get to witness the outside world with them. Every day they are exposed to constant stimulation yet continue to work efficiently, for most of us. Here Are 3 Things You Can Do To Protect Your Eyes

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Couple in Car on Ipod

News Articles

Financial things you should know by the time you’re 30

What's important to know?

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“We have recommended Wallis-Smith Financial Planning to our parents and to our close friends, as financial advisors that listen to your situation and tailor a solution based upon what you want and what you need.”

Melissa & Paul - working family

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“Their sound and professional advice has provided tax effective strategies for my investments to maximise the rate of return. I am very happy with the prompt service I have received.”

Andrew, self-funded retiree

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“The entire Wallis-Smith team has been professional, conscientious and exceptionally reliable in all dealings with us. They have not only provided good advice, but a clear explanation of the thinking that underpins it.”

Andrew & Leesa, working professionals

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“An excellent move to deal with Wallis-Smith Financial Planning as we have had excellent service. Centrelink dealings and superannuation management have been handled by Sam to our complete satisfaction.”

Marcia & Colin, semi-retired couple

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