Power 7 with Sam…

Sam is a Senior Financial Planner and Partner at Rising Tide, as well as a committee member (and VIC State Chair!) of AFA Genxt. Sam has also been a finalist twice for our AFA rising star awards.

  1. Why is financial advice important to you?

Most people don’t take the time to think & talk about their goals, let along make decisions to help them achieve those goals.

  1. What advice would you give to your younger self?

Listen more, talk less – and try to put yourself in other people’s shoes.

  1. One thing you’ve changed in your workplace during COVID-19           

We have moved to holding over 95% of our client meetings on Teams, and we are only going back to the office two days per week

  1. Your most recent ‘high-five’ moment?

Becoming an equity partner at Rising Tide.

  1. What can we find you doing most weekends?

Spending time with my partner Tamara and watching sport.

  1. Have you seen anything lately that made you smile?

Seeing a client’s face when we told them that by diverting their excess cashflow they could save $87,000 & 10 years off their mortgage.

  1. What are you reading right now?

I’m more of a podcast man – most recently I’ve been listening to Nike’s Trained series.