Samuel Kalmus
Financial Adviser
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About
Samuel Kalmus is an ASIC-registered financial adviser based in Melbourne, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Samuel holds a Master of Financial Planning from Deakin University and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA). His commitment to ongoing professional development ensures he provides the most up-to-date and effective advice. Samuel is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in retirement planning, helping clients navigate the complexities of superannuation and investments to create a comfortable and secure future. His expertise also extends to investment life insurance and life risk insurance, ensuring clients are adequately protected against unforeseen circumstances. • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice • Life Insurance With a client-centric approach, Samuel takes the time to understand each client's unique circumstances, goals, and risk tolerance. He then develops tailored financial strategies to help them achieve financial independence and security. Whether you're planning for retirement, building wealth, or protecting your family's future, Samuel is here to provide expert guidance and support. Ready to take control of your financial future? Contact Samuel today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Samuel Kalmus offer?
Samuel Kalmus provides advice on a range of financial areas, including superannuation, insurance, wealth management, retirement planning, and investment strategies. He can also advise on investment life insurance and life risk insurance.
What qualifications does Samuel Kalmus have?
Samuel Kalmus holds a Master of Financial Planning from Deakin University and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA).
How does Samuel Kalmus approach financial planning?
Samuel takes a client-centric approach, focusing on understanding your unique circumstances, goals, and risk tolerance. He then develops a tailored financial strategy to help you achieve your financial objectives.
What can I expect during my first consultation with Samuel?
During your first consultation, Samuel will discuss your current financial situation, your future goals, and any concerns you may have. This will help him understand your needs and develop a suitable financial plan for you.
Why should I choose Samuel Kalmus as my financial advisor?
Samuel is dedicated to helping his clients achieve their financial goals with clarity and confidence. With his qualifications, experience, and client-focused approach, he provides expert guidance and support to help you navigate the complexities of the financial landscape.
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