How we have helped others

Hear from some of our clients on the benefits of partnering with us:



Having recently purchased my first home I thought it was a good time to sit down with someone and plan for the future. A meeting with Sam made me feel at ease. I really felt he put me first by taking the time to understand me and where I wanted to head. The advice provided left me feeling confident about my future. Also, I particularly liked that he wasn’t aligned to a large financial institution.


Luke (Financial Planning) Marsfield, NSW


Sam is very easy to work with and has excellent communication skills. He takes the time to ascertain what you want, what you're in a position to do and the ways you would prefer to proceed. His follow-ups ensure that he provides continually good service and you aren't left wondering what happens next.


Chris (Financial Planning) Castle Hill, NSW


Sam has given myself and my late husband excellent advice to give us peace of mind and protection for the future. With Sam’s advice we were able to put valuable, long term strategies in place e.g. income protection and life insurance. Sam has also provided consistent support and high levels of customer service throughout our time as clients, he’s been excellent to work with. I have and will continue to recommend Sam as a Financial adviser to my friends and family.


Emma (Financial Planning) Mortlake, NSW


Sam has been my advisor for a couple of years now and I came to him through a family friend who raved about him. Before my experience with Sam I was often left confused with advice and made to feel like I was an insignificant part of the persons business. I am really happy to say that Sam has always been extremely willing to help, providing clear and consistent advice and being very generous with his time to make sure I have a very strong understanding of the advice and financial strategies that he is recommending for me and my family. I wouldn't hesitate to recommend Sam to anyone who is looking for clear financial advice that delivers great outcomes.


Pat (Financial Planning) Gladesville, NSW


Planning for your future can be an intrepid experience, but with Sam Simpson it was an exciting, informative and pleasurable experience. Sam’s understanding, compassion, superior knowledge and personalised service was thorough, extensive and simply excellent. His care and management left us feeling relieved and organised, and more importantly confident that our future financial health was in good hands. I can’t recommend Sam highly enough!


Adam (Financial Planning) Prestons, NSW

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