“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 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.”

“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.”

“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.”