About Sam:
With over a decade of experience and a passion for life-changing financial advice, Sam brings knowledge, integrity, and a commitment to empowering clients through education. He believes financial literacy is the foundation of a successful future and works closely with clients to ensure they understand every step of their journey. Known for his high standards and approachable style, Sam makes complex strategies simple and achievable, helping clients move forward with confidence and clarity. Outside the office, you’ll find Sam on the golf course or cheering on the Melbourne Demons, eagerly awaiting their next premiership. His goal? Helping clients achieve theirs.
Sam helps clients take control of their finances by guiding them through budgeting, managing cash flow, and building strategies to protect and grow their wealth. He works closely with members to plan for retirement, optimise superannuation, and explore investment opportunities, including Self-Managed Super Funds. By combining his technical expertise with a practical, education-first approach, Sam ensures that every client understands their options, feels supported, and is confident in the decisions they make along the way.
Sam is a relationship-focused financial adviser who is passionate about empowering clients to optimise their quality of life and achieve their goals. He prioritises education-first advice, ensuring that every client understands the rationale behind their strategy. By delivering personalised guidance tailored to each client’s needs and maintaining long-term relationships, Sam helps clients feel confident and in control of their financial future.
Financial Planning Association of Australia
CFP® Certification Program, Financial Planning
Griffith University
Bachelor of Commerce (B.Com.), Economics
Kaplan Australia
Advanced Diploma of Financial Services
Outside of work, Sam enjoys spending time on the golf course, even if he usually ends up in a bunker or the tall grass, and passionately supports the Melbourne Demons. He has a great sense of humour and is often told his playful personality brings a light-hearted touch to his interactions. Sam values adventure, fun, and spending time with friends and family, and he approaches both life and financial planning with energy, clarity, and a sense of purpose.
Need expert financial guidance? Get in touch with Sam Wakefield today!
