People often ask Samantha, why she is a financial adviser and her response is always the same – she loves getting to know people and creating long-lasting relationships in which she continues to help them financially along their life journey.

With over 20 years of experience, Samantha has built up a wealth of knowledge and experience whilst helping our clients prepare for and enjoy retirement.  Sam’s ability to relate to our clients has enabled her to help many couples and individuals navigate through their retirement years, assisting them with their superannuation, investments and Centrelink and DVA entitlements.

Samantha is also a qualified teacher and she admits she sometimes draws on those skills to help explain complex strategies to our clients.  Sam does not automatically take the easy option when devising a strategy to meet our client’s goals and objectives, sometimes the recommended solution sits outside the box.  However, Sam prides herself on taking the time to ensure our clients understand what she is recommending and most importantly, why!

Samantha is also community-minded, volunteering her time on a number of local committees.  In addition, eager to encourage new advisers to the industry, she works with Deakin University students marking their assignments and exams and providing constructive feedback.

In her spare time, you will find Sam at her local pilates facility, walking the dog or at the beach!

Get in touch below to find out why Samantha is ahead of the rest when it comes to Financial Advisory Services!