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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 remain 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
Wallis-Smith Logo


Level 1, 85 Hutt Street, Adelaide SA 5000



T  08 8232 9498 

M 0414 606 116

Wallis-Smith Financial Services Pty Ltd

ATF The Wallis-Smith Family Trust

ABN 92 263 419 134 t/a Wallis-Smith Financial Planning

Corporate Authorised Representative No. 306322

Alliance Wealth Pty Ltd | ABN 93 161 647 007 |

AFSL 449221 |

© 2023 Wallis-Smith Financial | Website Deb Carr Digital

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