What Our Clients Say

2015 Client Survey Results

First Samuel's services are specifically tailored to our clients' needs

Chart what is important to clients

 

And our clients are very willing to recommend us to their friends and colleagues

 Chart clients more likely to recommend First Samuel


Please click here to view free-form responses from our clients.

Client testimonials 

 

  • Patrick Hughes Anaesthetist
    I'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.

    Patrick Hughes

    Anaesthetist
  • David Blackley Former Chairman, Clemenger BBDO, Melbourne
    I have put my trust in First Samuel for eleven years. I remain totally satisfied with their service and performance on my behalf.

    David Blackley

    Former Chairman, Clemenger BBDO, Melbourne
  • Rosemary Raffaele Small Business Owner
    It 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 Raffaele

    Small Business Owner
  • Jack Room Founding Partner & Director of BADJAR Advertising
    The 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 Room

    Founding Partner & Director of BADJAR Advertising
  • Dr. Geoff Edwards Gynaecologist
    I 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 Edwards

    Gynaecologist
  • Susan Allman Medical Practitioner
    We love no commissions, open disclosure of costs and the website for watching our investments at any time.

    Susan Allman

    Medical Practitioner
  • Dr. Darryl Shnier Radiologist and Nuclear Medicine Physician
    I 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 Shnier

    Radiologist and Nuclear Medicine Physician
  • Peter Houghton Owner & Director Rye Hotel
    First 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 Houghton

    Owner & Director Rye Hotel
  • Tom Tyrrell Accountant & Auditor, Tyrrell SMSF Audit Services Pty Ltd
    Having 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 Tyrrell

    Accountant & Auditor, Tyrrell SMSF Audit Services Pty Ltd
  • Dr. Michelle Gajus Ophthalmologist
    First 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 Gajus

    Ophthalmologist
  • 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-Wright

    Director Maxwell-Wright Associates'