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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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News Articles

Nearing retirement? 7 steps to take before you leave work

You're so close. You've built up your nest egg. You've created a realistic retirement budget. Are you ready?

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2020 Glitter

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3 Ways to Transform Your Money Mindset in 2020

Are you guilty of the kind of mental mania that insists you’ll never get out of debt, earn more money or reach your financial goals? Negative thought patterns are familiar to all of us, especially in the face of financial challenges. The thing is, this type of thinking does absolutely nothing towards solving monetary problems. It does, however, play a huge role in perpetuating them.

You need to foster a money-making mindset.

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Superannuation contributions guide

As well as super guarantee payments from your employer, there are all sorts of ways to save more into super and boost retirement savings. Find out more in our comprehensive super contributions guide.

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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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