Meet Sam Woodhouse

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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.

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Bachelor of Commerce Honours Degree majoring in Finance

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Diploma for Financial Advisers (DipFA) UK

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Certificate IV in Finance and Mortgage Broking

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12+ years experience in financial services

Bachelor of Commerce Degree majoring in Economics, Finance and Financial Planning

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Three award medals from the IFA Excellence Awards, with the years 2021 and 2022, indicating winners for dealership group of the year and company categories.

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 daughters.

I do regular dad things like watching the footy (my team is Geelong), having BBQs, and fixing stuff.

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Where am I based?

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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

  • Person wearing a gray sweatshirt and blue jeans pulling the pockets inside out, creating an empty pocket effect.

    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.

  • A man in a light blue shirt thinking with dollar signs in the background.

    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.

  • A series of four stacks of coins with growing green plants emerging from each, a larger jar filled with coins with a plant growing out of it, symbolizing financial growth and saving.

    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.

  • Two-story house with beige siding, white trim, and a gray shingle roof. Front features a white garage door, a small front porch with two white chairs, and a concrete driveway. Blue sky with some clouds in the background.

    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.

  • A family of three walking outdoors at sunset: a woman, a man, and a young girl holding hands.

    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.

  • Close-up of two elderly women holding hands, one hand resting on the other's lap, one wearing a floral sleeve and a ring.

    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.

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