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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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Market Update

News Articles

Economic & Market Update – February 2017

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

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Top 5

News Articles

Top 5 Tips – To save money in 2017

If you have a hard look at your finances, there are almost certainly lots of small steps you can take to reduce your day-to-day costs and increase the money in your hand. Here are some great ways you could save money across major household expenses.

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Aged Care Hands

News Articles

Aged Care in your own home

Most people like the idea of remaining in their own home for as long as possible as they grow older. Maintaining independence and control over day to day living is understandably an issue very close to peoples’ hearts.

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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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