Our advisers

Meet our Financial Advisers

When looking for the right Financial Adviser for you it’s vital to find someone you trust. Our friendly advisers take the time to get to know you, tailoring their advice to your needs and personal goals. We invite you to get to know a little about each of our advisers and then book an appointment time to suit you.

Sam Martin
My focus is on you and your goals, so I prefer to keep the investment strategy simple and not make my recommendations overly complicated.
I’m fortunate that I have a career I thoroughly enjoy. My role involves so much more than just numbers. I help clients with the ups and downs of their lives.
I’m passionate about providing you with comprehensive strategic advice – whether you’re just starting out on your wealth building journey, or are nearing retirement.
I particularly enjoy working with clients in the pre-retirement phase – so if you’re planning to retire in the next five to 10 years, I’d love to help you get there.
I very much value and enjoy the long-term relationships I’ve built with many clients, and look forward to building one with you also.
The number one thing I love about my job is having really meaningful conversations with people. Financial planning is rarely about number crunching and more about understanding people.
I appreciate and understand it’s usually the ‘little things’ that are most important – such as family celebrations, travels, births and deaths – so they need to be to planned for appropriately.
Boris-Pedisic
I aim to make complex financial issues, like Superannuation and Centrelink (the Aged Pension) simple. My goal is to have happy, educated clients, who see the value in our ongoing relationship.
As I’m nearing retirement, I’ve decided not to take on any new clients. However, should someone be referred to me, I’ll arrange for one of my experienced colleagues to meet with them.
I work closely with Craig Kirkwood, assisting him with all aspects of personal insurance, quoting, formal advice documents, applications, claims, and ongoing service.

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Latest insights

A financial planner can provide advice on a whole range of financial matters you could be dealing with at different life stages. They can help you manage your debts, plan for retirement, save for your kids’ education and invest in assets, including property. Whether you’re buying your first home, starting a family, changing careers or planning for life after your kids leave the nest, financial planning can offer you all sorts of benefits..
At a time when both share and fixed interest volatility is heightened, it’s important to point out the importance of looking at the long term returns and riding out any short-term hiccups. It’s also worth noting that interest rates on cash are still very low, so while it’s a safer option compared to shares, it’s not necessarily a profitable one given the current inflationary environment. That’s where alternatives come in and why we often include them in our portfolios.
What is deeming? Services Australia (Centrelink) use “deeming” rules to work out income from your financial assets. The actual “deeming rate” (refer below) is the rate of income the government assumes a person's financial assets have earned. It forms a part of the income test for certain Centrelink payments, including the Age Pension. It can affect how much Age Pension a retiree receives.