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This week we're introducing Sam Gillespie. Sam is one of our younger advisers and is mentored directly by FoxPlan veteran, Warwick Walker. Connect with Sam on LinkedIn HERE.
Tell us a bit about yourself
I’m 21 years old and Wellington born and bred. I went to high school at St Pats Silverstream and I am an avid footballer.
What do you do for your clients?
It’s pretty simple I think. I help younger Kiwis make smarter decisions with their money to set them up properly for the future. That can be through getting insurance in place, reviewing KiwiSaver or putting together a financial plan.
I make sure my clients protect what they’ve already got and get them started with investing.
What brought you in to financial planning?
I figured this would be both an interesting and rewarding career to get into. I always like interacting with people and working as an adviser puts people at the centre of everything I do.
What’s your top financial tip?
Set up an automatic payment to a savings account right away – and don’t touch it for the little things. Getting used to saving starts to build a habit and that habit is what sets up your future.
Want to have a chat with Sam about your future? Send him an email at email@example.com to get in touch.