Sam Walter

Financial Adviser


M: 027 592 6699 |

Background & Experience

Having been with the company over 16 years, Sam has a great deal of experience and over $70 million of private funds under his management. Sam is charismatic and an excellent public speaker who is great at motivating people to improve their financial behaviours. He has a great sense of humour and cares a great deal about his clients and helping them achieve their goals. Always keen to have a good time with people, Sam loves to have fun, is a keen surfer, enjoys golf and is a devoted family man with a wife, two children, and a three legged dog called Bella.

Get In Touch

Contact Sam on 027 592 6699  | or alternatively send us an online enquiry below.

As a Coeliac and a Financial Adviser, I have been asking myself several questions about how best to protect myself and my Coeliac daughter from the financial effects of any future illness. Additionally, how much do insurance companies actually understand about Coeliac Disease? And how do they treat us when it comes to assessing our risks of ill health?

Looking at some recent research, I found a study that outlined that women in the EU receive 40% less in pension payments than men do. What alarmed me with this is that this is a much bigger gap than the often talked about gender pay gap, but it is the gender pay gap that is the main cause for the pension pay gap in Europe.