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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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2017 Calendar Picture

News Articles

Make the most of your EOFY

Here are some opportunities that may provide for a tax-effective End Of Financial Year.

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Market Update

News Articles

Economic & Market Update – June 2017

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

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Top 5

News Articles

Top 5 Tips – Tax deductions to remember

Well tax time is just around the corner….
Every year many people miss out on tax deductions that they are eligible to claim? Are you one of them? Here’s a hit list of the most commonly overlooked tax deductions.

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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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