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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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Top 5

News Articles

Top 5 Tips – What not to do with debt!

We often think about what we should be doing – paying our home loan quicker and re-paying our credit card in full. But just to mix it up a bit, this time we’re taking a look at the “what not to do” tips.

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Change Ahead

News Articles

Super reforms at a glance

The proposed super reforms at a glance

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People stacking piggy banks

News Articles

Does super still shape up?

Following a backlash from within its own ranks, the Government has amended several of its key superannuation reforms announced in the May Budget. We review the changes and consider whether super should remain the savings vehicle of choice for Australians.

By Sam Wallis-Smith

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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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