What are you working towards?
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.
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
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.
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
Small, Experienced Team