top of page

What are you working towards?

Retirement Specialists

We help our clients make the most of what they've got, so they can enjoy a successful retirement.

Experience you can trust

Founded by Sam Wallis-Smith in 1996 - we've remained family owned and Adelaide based to this day.

How It Works

Step 1 – Initial consultation

We’ll talk through your current circumstances,  discuss options and provide an obligation free quote.

Step 2 - Develop a plan

We work closely with you to explore various strategies, show you how they impact  your finances, and develop your personal action plan. 

Step 3 – Make it happen

We manage the changes required to get you on track, and provide ongoing support to keep you there.

Make it happen
Retirement Planning

Retirement Planning

The transition to retirement is one of the most significant changes you will make in your lifetime.

Proper planning for this major change is crucial.

Investment & Strategy Advice

Investment & Strategy Advice

With over 25 years experience,

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.

Maximising Entitlements

Maximising Entitlements

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.

Why Choose Us

Over 25 Years Experience

Flat Dollar Fees

Family Run Business

Easy to Understand

Retirement Specialists

Small, Experienced Team

Home Contact
bottom of page