Wallis-Smith Financial Planning was founded in 1996 by Sam Wallis-Smith.
Family Owned From Day One
'When I created Wallis-Smith Financial Planning I loved solving money problems - and I took great satisfaction from helping people retire happy - not much has changed since'.
We remain a proud South Australian family business, with husband and wife, Sam and Victoria Wallis-Smith leading a small, dedicated team.
Retirement planning can be complicated.
But we've seen it all - helping more than 2,000 South Australian's retire with confidence.
Our team have the qualifications and experience to work through any challenge, and the attention to detail required to make it a smooth transition.
We've partnered with Centrepoint Alliance Limited - an ASX listed company who provide us with research, technology and support.
As authorised representatives of Centrepoint subsidiary Alliance Wealth, our clients get the best of both worlds - by dealing with a boutique family owned business, as well as having the backing of the big end of town.
Flat Dollar Fees
Our fee structure is simple. We charge a flat dollar fee based on your needs, the complexity of your circumstances, and the level of service you require.
Our initial phone discussions are fee and obligation free, and we always provide a written quote before we get underway.
Meet the Team
Sam and Victoria have hand picked a team with a wealth of knowledge and attention to detail, averaging over 15 years financial services experience.
Founder / Financial Planner
Founder and still running the show.
Sam is your personal adviser and leads the Wallis-Smith team.
Victoria runs a tight ship. Her background in engineering, advice, and money coaching don't hurt.
Client Service Manager
Attention to detail. Persistence. Caring.
Doing it all consistently for longer than she'd care to admit.
Client Service Administrator
A lot of important stuff happens behind the scenes. Clautelle gets it done, with dedication and reliability.