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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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See the world

News Articles

The Bigger Picture

By 2050 for the first time in history, there will be more people aged 60 or over than aged 10-24 years.

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Market Update

News Articles

Market Update – August 2016

Australia’s economy is in reasonable shape with consumers and businesses finding conditions ok but weak inflation and wages growth have prompted the RBA to cut interest rates again in early August.

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Family

News Articles

3 ways to protect what matters

It’s great when things go according to plan - but in case they don’t, you need a financial safety net. Here are three ways to protect what matters most.

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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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