Services
Retirement Planning
Retirement means different things to different people, but no matter which way you look at it, the transition to retirement is one of the most significant changes you will make in your lifetime.
Our interactive approach will clearly show you how well you are tracking, and how comfortably you can achieve the retirement you desire.
We will then lay out a step by step plan to set you on the best path to get there.
Investment And Strategy Advice
Achieving your financial goals takes more than just a vision of what you want - it requires smart financial strategies and a robust investment approach.
We can explain the pros and cons of different financial products, help you navigate challenging investment market conditions and adjust to changes in government legislation.
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Maximising Entitlements
It's hard to get ahead if you're not getting the support you deserve.
Whether it's improving your Age Pension entitlements, reducing your tax bill, or plugging leaks in your cashflow, Wallis-Smith Smith Financial Planning will be in your corner.
RESOURCES
Our Financial Services Guide and the Adviser Profile for
Sam Wallis-Smith clarify who we are, what we do, and tell you more about our services.
Our 5 Steps to Financial Independence ebook lays out a simple step by step process to get your finances in order. It's yours with our thanks for visiting.