What Our Clients Say
2015 Client Survey Results
First Samuel's services are specifically tailored to our clients' needs
And our clients are very willing to recommend us to their friends and colleagues
Please click here to view free-form responses from our clients.
Patrick Hughes AnaesthetistI'd rather spend my time doing what I do best and what I enjoy. I'm very comfortable leaving First Samuel to do what they do best. Negotiating the Byzantine labyrinth of retirement income legislation is not something I could ever enjoy.
David Blackley Former Chairman, Clemenger BBDO, MelbourneI have put my trust in First Samuel for eleven years. I remain totally satisfied with their service and performance on my behalf.
David BlackleyFormer Chairman, Clemenger BBDO, Melbourne
Rosemary Raffaele Small Business OwnerIt is now over 14 years since I was first introduced to First Samuel. They have proved themselves to be trustworthy, honest, reliable and impressively responsive to any query or need. And the financial results have always been more than pleasing.
Rosemary RaffaeleSmall Business Owner
Jack Room Founding Partner & Director of BADJAR AdvertisingThe First Samuel ‘experience’ is excellent. They are professional, knowledgeable and understanding in their management of our portfolio. I trust them and because of this I do ‘sleep well’.
Jack RoomFounding Partner & Director of BADJAR Advertising
Dr. Geoff Edwards GynaecologistI am always confident that First Samuel is acting in my best interests. They provide high quality advice and strategic management and keep me well informed about where I am at and where I am heading with my retirement planning.
Dr. Geoff EdwardsGynaecologist
Susan Allman Medical PractitionerWe love no commissions, open disclosure of costs and the website for watching our investments at any time.
Susan AllmanMedical Practitioner
Dr. Darryl Shnier Radiologist and Nuclear Medicine PhysicianI value relationships – trust, integrity and competence are the core of my relationship with First Samuel. I also value the personal nature of my relationship - when I phone, I usually know the person who is answering the phone and they know me.
Dr. Darryl ShnierRadiologist and Nuclear Medicine Physician
Peter Houghton Owner & Director Rye HotelFirst Samuel’s foundation of thorough consultation and clear communication provides the client with a well thought-out strategy, tailored to their personal requirements and aspirations.
Peter HoughtonOwner & Director Rye Hotel
Tom Tyrrell Accountant & Auditor, Tyrrell SMSF Audit Services Pty LtdHaving dealt with First Samuel for many years both professionally as an accountant and in the management of my personal investments, I can highly recommend them for your investment needs.
Tom TyrrellAccountant & Auditor, Tyrrell SMSF Audit Services Pty Ltd
Dr. Michelle Gajus OphthalmologistFirst Samuel 2:30 says God will honour those who honour him. This principle guides their excellence in service and their honest, ethical approach to finance. A rare combination. Thanks First Samuel.
Dr. Michelle GajusOphthalmologist
Helen Maxwell-Wright Director Maxwell-Wright Associates'I am a client of long standing and have confidently referred family and friends. My initial interest was in professional management of my portfolio and reduced personal effort. Now it is the financial returns, professionalism and wise counsel that I value most.
Helen Maxwell-WrightDirector Maxwell-Wright Associates'