Our Story

Wallis-Smith Financial Planning was founded in 1996 by Sam Wallis-Smith.

‘My interest in the world of money started at an early age – when my high school economics teacher showed me the wonders of compounding interest. I was fascinated with how much a relatively small amount of savings could grow to with a little discipline and a fair bit of patience. I think I was the only kid in school to have planned my retirement in year 10!’

The interest in money led to a degree in Commerce (and a lot of part time jobs to get the investment dream underway), and at the age of 23, Sam created Wallis-Smith Financial Planning.