SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super
Tax Planning
Tax
Planning

Samantha
Kiely

Senior Financial Advisor
Gippsland
Victoria
IN THEIR OWN WORDS

Sam believes in developing ongoing relationships with clients that are built on trust and respect, leading to a deep understanding of the goals they want to achieve to live a comfortable lifestyle. Sam specialises in investments, planning for retirement and superannuation advice.

Qualifications and Memberships

  • Graduate Diploma of Financial Services

  • Member of the Financial Advice Association Australia

SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super
Tax Planning
Tax
Planning

Latest
Insights

Financial Markets Update: September

The US Fed's unexpected rate cut suggests a move toward more easing in 2024-2025. However, with the economy still strong, future cuts may be smaller, even as global cash rates continue to decline in various regions. READ MORE...

Quarterly Economic Update

This update covers global inflation, interest rates, and market volatility, with central banks adjusting to manage risks. READ MORE...

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