First Samuel Limited

First Samuel's service is unique for three reasons, each of which benefits you.

Firstly, individual wealth management is our only business.

We are not part of a larger financial services business such as banking or broking. We do not outsource any part of our service.  

We work as an integrated team to provide advice, investment and administration. All with an ethical overlay.

Importantly, when you come to us you can be assured that your needs are not going to be subsumed to the needs of a larger bank or stock broker.  

You will not be cross-sold products from another part of the group, as there is no other part to First Samuel.

Secondly, no other company offers the four critical elements of wealth management in one seamlessly integrated package. Other providers may offer one or two services, but not all four. This means that you do not have to worry about integrating the services yourself, much less finding them.

View a presentation on First Samuel's services

Thirdly, in each of the four elements of wealth management, our focus is very different to the rest of the market.

Strategy

We focus on Financial Independence, not on retirement planning. The outcome of strategic advice is to get you financially independent, not to work out how much you can retire on.

Investment

We focus on providing investment returns that are a margin over CPI, after tax and after fees. This net/ net/ net approach is the correct one as that is what the future purchasing power of your wallet is. Strong investment performance before fees is not worth much if the return is chewed up by high fees or tax or inflation.

Administration

We focus on that which is useful, timely, accessible and relevant. There is little point in having data 5 months after the end of the year. Or information that is indecipherable.

Ethics

To place our clients' interest above our own. First, last and always.