Practical, Not Pushy
I focus on realistic, step-by-step plans that fit your life today while still protecting your future.
Financial adviser in Wellington
Take Control of Your Money and Future
Most people want to get ahead but are not sure where to start. I make KiwiSaver, insurance, and financial planning easy to understand so you can make confident choices and start building the life you want.
Providers I work with
Get to know me
I help individuals and families feel confident about money.
I am Samuel Hall, a financial adviser helping individuals and families feel confident about their money.
After 16 years in public service, I moved into financial advice to offer something different: clear, honest guidance that focuses on real-life goals, not just numbers.
I provide personalised advice on KiwiSaver, personal insurance, and financial planning, helping you make informed choices that support long-term financial wellbeing.
Holistic Money Support
KiwiSaver is often the starting point, but I look at the whole picture: protection, goals, cashflow, and long-term planning.
How I can help you
Advice for the money questions that tend to sit in the too-hard basket.
You might be wondering if your KiwiSaver is working well, if you have enough insurance, or if you will ever be ready to retire. These are some areas I help my clients with.
Health Insurance
Protect yourself against unexpected medical costs with cover that gives you faster access to treatment and greater peace of mind.
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Life Insurance
Financial protection for the people who depend on you, providing security and support if the unexpected happens.
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Income Protection
Protect your income if illness or injury stops you from working. Continue supporting your lifestyle with confidence.
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KiwiSaver
Make your retirement savings work harder with the right fund choice, strategy, and ongoing guidance.
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Financial Planning
Clear, practical advice to help you grow, protect, and structure your finances with confidence.
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Retirement Planning
Build a roadmap for the lifestyle you want in retirement, with clarity around income, investments, and timing.
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Freshly Brewed Advice
We have a relaxed conversation about your situation, where you want to go, and what you have got at the moment.
I map out a plan based on what we have spoken about. We can adjust it as life changes or as family members need to be included.
You can make the right decision based on the information at hand, without pushy sales tactics.
Testimonials
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