video

Whatever your Dreams for

Retirement

We can Help
video

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.

family Read More
Sheep

News Articles

The power of herd mentality

That we move in herds is evident all around us: in business, in the consumer world and particularly in investing. But why does herding happen?

Read More
Presents

News Articles

What will this Xmas cost you?

Looking forward to the festive season but worried about the impact it will have on your wallet?

Read More
Market Update

News Articles

Economic & Market Update – November 2016

In the latest update we review events in markets during October.

Read More

Subscribe to our eNewsletter

We respect your privacy. You can unsubscribe at any time.

“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

Read More

“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

Read More

“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

Read More

“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

Read More