Watch our FREE Retirement Planning Webinar

Wednesday 3rd December 2025 – 12pm (AEDT time)

How to map your lifestyle goals

Cashflow strategies that give you confidence and control

Managing risk and “sequence of returns” before and after you retire

Join our FREE Retirement Planning Webinar

Wednesday 3rd December 2025 – 12pm (AEDT time)

Save your seat today.

Who is this webinar for?

Australians preparing for or living in retirement, and want to:

~ Understand how to make their super, investments, and income last

~ Learn how to plan for lifestyle and tax.

~ Get ahead of the big decisions before they become urgent

What we'll cover:

✔ How to map your lifestyle goals

✔ Cashflow strategies that give you confidence and control

✔ Managing risk and “sequence of returns” before and after you retire

✔ Smart tax and super strategies to keep more in your pocket

✔ Estate planning foresight, keeping your intentions clear

You'll walk away feeling:

Clearer on your financial roadmap
More in control of your income and lifestyle
Confident that your money will last, and that you’re making the right choices for your family

My name is Riley Jan

PARTNER & FINANCIAL ADVISER

I wish I could sit here and say that I invented the internet or the light bulb or something else that could benefit society.

But I can't.

But here is what I can do:

↳ I can help individuals and families create financial security through a tailored and optimised plan.

↳ I can help people make informed decisions by showing them the trade-offs about how present decisions impact their future.

↳ I can help individuals create a life that they want to live through balance and prioritisation.

↳ I can help people automate their finances so that they can spend time with the people that they love.

↳ I can help individuals and families grow and protect their wealth.

↳ I can help design rigorous tax and estate plans for various purposes whilst working collaboratively with your existing professional network.

Outside of this, I am an average guy! Here is a little bit to know about me:

↳ I am very family and friend-oriented

↳ I am an addict for learning - go see my education history (or my HELP Debt)

↳ I love all things sport and any avenue for healthy competition

But above all, I believe that everyone's life and journey will be different.

As a result, so should the advice that they receive to take them from where they are -> where they want to go.

My name is Samuel Boon

FINANCIAL ADVISER

I didn’t set out dreaming about “financial products.”


Most people don’t.


What we dream about is living life on our own terms.

But without a clear, personalised plan, it’s easy to get stuck navigating property, super, investments, and debt without direction.

Here’s how I can help:

↳ I can help young professionals, families, and business owners turn financial goals into a real, achievable future.

↳ I can help people make confident property decisions, from investments to upgrading homes, by focusing on long-term value, not hype.

↳ I can help clients optimise superannuation, manage debt effectively, and prepare for retirement with clarity and confidence.

↳ I can help individuals and families align their money with their values, so decisions aren’t just about dollars — they’re about creating the life they want.

↳ I can help clients with a practical, evidence-based strategy that’s easy to understand, not just a stack of spreadsheets.

Outside of this, here’s a little about me:

↳ I’ve worked across both metro and regional Queensland, so I understand the unique opportunities and challenges at every stage of life and business.

↳ I’m passionate about solutions that create more freedom, security, and choice for tomorrow.

↳ You’ll often find me on the basketball court, out exploring Townsville’s outdoors, or spending time with my partner Ivy and our Dalmatian, Henry.

↳ They remind me every day that the best plans aren’t just about building wealth, they’re about building a life you love.