Client Testimonials

Wallis-Smith Financial Planning prides itself on providing great outcomes for our clients.

We are thrilled to be able to share these testimonials.

"We would not hesitate to recommend Sam..." Jody & Steve - working family

"We would not hesitate to recommend Sam to anyone wishing to seek financial guidance. We would not be in such a favourable financial situation without his assistance."

We wanted to get the best out of our money, but we did not have the time or expertise to do it all ourselves. We wanted a financial planner who would listen to our situation, needs and plans and respond accordingly, rather than just producing a generic response.

A family member recommended Sam as an easy to understand professional, who works with each client on an individual basis.

From our initial sessions with Sam, we felt confident that by putting his plans in place, including changes to our banking set up and investments in shares, we would be able to afford our priorities, such as private schooling for our children, home renovations and family holidays. Sam also calculated a comfortable retirement scenario we can work towards, which he displayed in a graph. We revisit this graph and plan during our annual meetings with him.

Sam does the research and ‘behind the scenes’ management of our finances, to ensure we are adequately covered should anything happen to our health or job situations. Sam and his staff are friendly, professional and more than willing to answer questions at any time.

We would not hesitate to recommend Sam to anyone wishing to seek financial guidance and have given his name to several other family members and friends. We believe his fees are money well spent and we would not be in such a favourable financial situation without his assistance.

Jody & Steve - working family

"An excellent move to deal with Wallis-Smith Financial Planning..." Marcia & Colin - semi-retired couple

"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."

My husband and I were preparing to retire and needed financial advice about Centrelink requirements and what to do with our superannuation. We had dealt with Wallis-Smith Financial Planning through my husband’s workplace, so we decided to contact Sam and meet with him.

This was an excellent move as we have had excellent service. Centrelink dealings and superannuation management have been handled by Sam to our complete satisfaction. Anytime we needed to withdraw from our super, we only had to make one call and it was arranged immediately.

I had no hesitation in recommending Wallis-Smith Financial Planning recently to our very close friends, who have also found the advice and service excellent. We would be happy to recommend Wallis-Smith Financial Planning with confidence to anyone needing financial advice.

Marcia & Colin - semi-retired couple

"The entire Wallis-Smith team has been professional..." Andrew & Leesa - working professionals

"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."

Whilst we always felt we were in reasonable financial shape, we never had a proper financial plan. We simply didn’t know enough – or have the time and energy – to do this ourselves.

The Wallis-Smith team worked closely with us to develop a plan that suits our personal circumstances and life plans.

Sam and the entire team have 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. This has helped our decision-making enormously.

We are now confident that, no matter what happens in the future, we have acted responsibly to look after the interests of both ourselves and our family.

Andrew & Leesa - working professionals

"Their sound and professional advice..." Andrew - self-funded retiree

"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."

I am a self-funded retiree and have been a client of Wallis-Smith Financial Planning for about 10 years. Over this period Sam and his team helped plan for my retirement while I was employed full-time, then helped manage my superannuation and pension accounts upon retirement.

Their sound and professional advice has provided tax effective strategies for my investments to maximise the rate of return. This was achieved by first understanding my risk profile and then reviewing investments to comply with these requirements.

I am very happy with the prompt service I have received, from a short query in a telephone call to a more complex strategy review via a half-yearly meeting. Sam and his team have no conflict of interest in their investment advice as they charge a fixed fee, which is not linked to any equity funds. I can thoroughly recommend their services.

Andrew - self-funded retiree

"We have recommended Wallis-Smith Financial Planning to our..." Melissa & Paul - working family

"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."

We initially sought advice to assist in better managing our finances, particularly our income. We were unsure as to whether we should put more money into super or buy shares or houses and how to ensure we were providing for our future. Since this time we have also sought help with personal insurances and making informed decisions as our lives (and income) have changed.

One of the unforeseen benefits in seeing a financial planner whilst in our 30s was that we have been able to understand how renovating the house, buying a new car and going on a long holiday might impact on our future finances. Finding out that renovating our house to better accommodate teenagers would only add around five years onto our mortgage gave us the understanding to manage our risk and has resulted in a more peaceful household.

Prior to seeing Wallis-Smith Financial Planning, we talked to two other financial planners. We selected Wallis-Smith Financial Planning because they better understood our needs.

It is often difficult when making a financial decision to quantify what difference one option will have on longer-term finances versus another. Wallis-Smith Financial Planning has helped by better informing our decisions and assisting us in understanding our risks.

It has been important to us that Wallis-Smith Financial Planning provided information so we can make decisions on what is best for us – not telling us what we have to do. They understand that people’s situations are different and that everyone’s situation changes, along with the relative importance of goals and objectives.

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. Their style and manner is comforting to older people who can have confidence that they are not going to “steal all their money and put it in risky investments” (my mother-in-law’s opinion of financial advisors prior to seeing Wallis-Smith Financial Planning).

One of the best things we have done is involve Wallis-Smith Financial Planning in the early stages of making financial decisions. Now we can have confidence that our immediate needs and wants are not compromising our future.

Melissa & Paul - working family

 

For more client reviews please visit the independent site adviser ratings.