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Supporting you to achieve personal and financial success

Financial advice to grow and protect your wealth

SCHEDULE A CALL

Grow your knowledge.
Feel more in control.
Be confident in your future.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.

It’s leaving a legacy for the next generation.

At Advice to Empower we help you get control of your money so you can live life on your terms.

How can we help?

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Cashflow & Debt Management

Effective cashflow management is about optimising the use of your funds. Whilst debt management involves ensuring that your debt is structured in an appropriate manner.

Investments

If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances and we recommend you contact us before you start putting your money into any form of investment.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Retirement Planning​

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Insurance

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Your local financial partners

We can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Even if you’re pretty financially savvy… it’s a rare person who wouldn’t want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!

Prepare for tomorrow, make the most of today.

Insights

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Kind words from our clients

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, 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, 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, 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, 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, Prestons, NSW
Get in Touch
Call 02 8765 9133
Our Location

Suite 106/ 43 Majors Bay Road Concord NSW 2137
Mailing Address

PO Box 383 Concord NSW 2137
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Wealth Avenue Pty Ltd ABN 81 600 164 305 trading as Advice to Empower is a Corporate Authorised Representative 000464390 of Alliance Wealth Pty Limited ABN 93 161 647 007 AFSL No 449221. www.centrepointalliance.com.au/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

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Jane Brown

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