of First Samuel
1. We place you at the centre of everything we do
At First Samuel, it’s personal. Personal wealth management advice. Personally designed and managed portfolios. Highly personal service. And 94% of our clients said we have “great customer service.”*
2. Trust and ethics are at the forefront of our business
First Samuel was given a 95% client rating for being trustworthy in our latest client survey*. Our ‘no commissions’ policy and complete fee transparency provides comfort to clients that we act in their interests, not ours.
3. We add value where others cannot
First Samuel is one of the very few companies that provides an integrated service of the critical components of wealth management.
4. Strategic wealth advice to capture the opportunity
Your financial arrangements are an opportunity, not a cage. But you cannot capture this opportunity on your own.
5. Investment management that few can do
We design and manage your portfolio to suit your needs. Investments are directly managed. Tax is actively managed.
6. First Samuel is the right size
Our business is the right size to serve your needs. Institutional enough to successfully provide all the services you need. Small enough to appropriately respond to your changing needs or to a changing world. And your phone call will be answered by a person.
*Source: First Samuel 2022 Annual Client Survey.
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Any advice contained on this website is of a general nature only and has been prepared without taking into account your personal objectives, financial situation or needs. Because of that, before acting on any advice on this website, you should consider whether the advice is appropriate for you having regard to your objectives, financial situation and needs. If you wish to seek personal financial advice from First Samuel please contact us to arrange a meeting either by phoning 03 8610 9222 or clicking here.