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Financial Advice for every life stage

In everything we do, we believe in creating greater happiness through financial security – It’s about removing the stress and taking control of your finances and focusing on what really matters:

More time for yourself, your family and health.

Our process is easy to follow, simple to use and tailored to your individual needs and goals.

LifeStages Wealth Management is a Brisbane based financial planning practice that specialises in helping you discover, manage and achieve your financial goals for a happier life through every life stage.

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We first met Sam just on 12 months ago and were pleasantly surprised with his no nonsense, easy to understand advice.  Jeff & I have a great working relationship with Sam which is one of honesty, openness and very relaxed.  He is a young man who is a good listener and has the ability to understand our goals and dreams for our retirement.  He is helping us to achieve these in a very practical way one step at a time.

We would recommend Sam and LifeStages Wealth Management to those who need practical and honest advice to achieving their retirement goals.

- JEFF & JUDY DOUGLAS

We were at a very early stage of discussing Financial Planning with Sam when my wife was suddenly diagnosed with Stage 3 Breast Cancer.  I remember receiving a text message from Sam as I was sitting in the hospital with genuine concern for my wife and reassurance of his complete support wherever needed.  Since that text message Sam has continually gone above & beyond many times and continues to do so.  He is a true professional and has showed excellent knowledge & understanding of his products.  We are truly in debt to Sam, and I am more than willing to recommend him to anyone for his dedicated service.

- WES & ZOE SPENS-BLACK

After Sam helped us get our finances in order, we looked at building our first home.  Sam was integral in helping us achieve our goal of home ownership, and much earlier than we thought possible.

Not only was his advice and support highly regarded, Sam looked after the whole process for us.  We likened Sam to being a ‘case manager’ for our finances, liaising with all the various professionals associated with building a home, from the builder to the mortgage broker, to the solicitor.  This made the process a lot less stressful and confusing, and saved us a whole lot of time.

We are looking forward to building our house and continuing to achieve our financial goals with Sam alongside us in years to come.  Sam is very down to earth and approachable, and we would highly recommend Sam and his team!

- KATHRYN TORNEY & MATTHEW KANE

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