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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.

As specialists in retirement planning we assist our clients in the planning, execution and enjoyment of a successful retirement.

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News Articles

Refinancing could save you thousands – and give you greater flexibility

Refinancing is the process of replacing an existing loan with a new one. When it comes to home loans, it means your existing home loan is paid off and replaced with a new one.

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Retiree Couple with Coffee

News Articles

How much do you need to retire?

You’ve spent decades working, so you don’t want to spend your retirement years scrimping for cash.

How can you make sure that doesn’t happen?

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Market Update

News Articles

Market Update – November 2020

Markets were buoyed in November by the successful trial of the Pfizer/BioNtech vaccine, which is expected to be approved by the FDA later in the month.

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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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