Meet Sam Woodhouse
Helping you to make your money work for you so you can live the life you want.
When I first started in financial advice, I was mainly helping retirees. Over and over again, I would hear the regret in their voices because many now didn’t have the money or health to do all the things they wanted.
I got into financial planning because I wanted to help people but after working with retirees for over a decade I knew if I wanted to have a real impact, I needed to work with people well before retirement so I could help them have more money, control, and choices now rather than waiting for retirement.
But I know you are often super busy with your career and family and this money stuff is easy to put into the “I’ll get too basket” and before you know it you blink and have cost yourself a decade.
That’s why I founded Intune Financial Services, to make it easier for you to start building momentum towards Financial Freedom and living your life the way you want.
Bachelor of Commerce Honours Degree majoring in Finance
Diploma for Financial Advisers (DipFA) UK
Certificate IV in Finance and Mortgage Broking
10+ years experience in financial services
Bachelor of Commerce Degree majoring in Economics, Finance and Financial Planning
Licensed through Lifespan, recognised as a strong industry participant, winning the 2022 IFA Excellence Award, plus 2022 and 2021 IFA Dealership of the Year.
Outside of Work
I help my clients find balance in life because it’s important to me and the way I live my life.
Outside of work, I love spending time with my wife and daughter.
I do regular dad things like watching the footy (my team is Geelong), having BBQs, and fixing stuff.
Where am I based?
I have designed my business around providing quality financial advice across Australia.
I work virtually with the majority of my clients. That means I can work with anyone across Australia in a way that is flexible and aligns with your lifestyle.
I am based in Victoria and can do some in-person meetings, depending on location.
I’ve been in financial services for more than a decade, and I’ve helped hundreds of people reach financial freedom.
I want to bring this knowledge to you in your game changing years so you can getting your money to working for you sooner.
Some of the areas we can help you with
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Cashflow planning
Understanding where your money goes is fundamental to building a plan, it allows you to understand what options are available now or in the future.
Help you determine how much can you spend and still achieve your goals.
Provide advice on where to direct surplus income – whether that is to repay debt, invest or contribute to superannuation.
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Investments
Ensure that your money is invested in manner that will help you achieve your goals.
Help you determine how much you should allocate to cash, property, or shares.
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Superannuation
Help you determine which type of superannuation fund is right for you; industry fund, retail fund or self-managed superannuation.
Ensure that you understand where your superannuation is currently invested and if that is appropriate for you.
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Debt and home loans
Review your debt arrangements to ensure they make sense for you.
Help you determine what role debt will pay in your life.
Determine when you will be debt free.
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Wealth protection and insurance
Ensure that you have a plan in place should you be unable to work due to sickness or injury.
Ensure that you have appropriate financial provisions in place to provide for your family should you pass away.
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Estate planning
Ensure that you family is taken care of when you pass.
Ensure your wealth is passed in along with wishes and in a tax effective manner.