Wealth Retirement Management was founded by Sam Hodder who is a Senior Financial Adviser/Financial Strategist with over 23 years’ experience in the financial services industry, including 13 years in private wealth management operating his own practice.

We provide clarity and direction, giving clients peace of mind for their financial future so they can focus on the lifestyle they wish to live.  Take control of your financial future and enjoy a stress-free retirement with Wealth Retirement Management.

For example, advised Australians are significantly more likely to feel very or reasonably prepared for retirement (76%) than those without advice (45%). They are also more likely to have savings, with a quarter of Australians not receiving advice (23%) reporting they have less than a month’s expenses saved (compared to only 10% of advised Australians). Financial advice also impacts how Australians feel about money which in turn shapes behaviours and decisions. For example, advised Australians are significantly more likely to say they feel confident in achieving their financial goals (71% compared to 55% unadvised), and to say, ‘my finances allow me to do the things I want and enjoy in life’ (71% compared to 55% unadvised). Further, they are more likely to say ‘I feel confident in making decisions in my investing activities’ (60% compared to 48% unadvised).

Financial advice also positively impacts the well-being and other aspects of life aside from financial benefits. Advised Australians are significantly less likely (17%) to have daily money worries than those not advised (25%). As a result, a sizeable proportion of advice clients say receiving advice has benefited both their mental health (48%) and their family life (45%), whilst around a quarter believe financial advice has benefited their physical health (22%), social life (23%) and work satisfaction (23%).