Our story begins in 1996 when passionate financial planning graduate, Sam Wallis-Smith, founded his own business from the ground up.
Initially, Sam worked on all areas of the business, helping clients with everything from personal insurance and investment, through to estate planning and business structures. But it wasn’t long before Sam found himself more and more drawn toward his greatest area of interest: retirement planning.
In 2007, Sam invited his wife, Victoria, to join Wallis-Smith Financial Planning to lead a system and process improvement project, to deliver professional standards and consistent outcomes for Wallis-Smith Financial Planning clients. A testament to Victoria’s strong background in engineering project management, Victoria became a key driver in transforming Wallis-Smith Financial Planning to a full service, professional financial planning practice. Before long, Victoria had joined the business as a financial planner, too.