Wealth management that revolves around you

We add value where others cannot

You and your family are precious. By placing you at the centre of our services you are assured of individual attention and tailored expertise. Not only today but for your future.

A highly Personal service

  • Your own private client adviser
  • Opportunity-capturing financial advice
  • Individual, direct, tax-managed and tailored portfolios
  • Administration & Reporting, account liaison, payments etc

It’s individual

We’re with you for the journey

  • A philosophy to consider the future in all we do
  • Ongoing advice that changes as your needs and tax etc. rules change
  • Active management to capture changing investment opportunities
  • Regular upgrades to our Administration & Reporting services

It’s enduring

Critical success factors in wealth management

  • An amazing service ethic that revolves around you
  • A very talented team of Associates
  • A focus on your long-term needs
  • Ethics and transparency in all we do

It’s indispensable

Working with First Samuel will give you three advantages

Spend your time on what you enjoy and where you can make a difference, such as family, friends and lifestyle. And take effective action.

At the very least, your wealth needs to grow at the rate that will provide income to replace your wage or salary when your wage or salary ceases.

Have the capacity to cope with the planned and unexpected changes in your life and ensure that your financial objectives are still relevant.

Answering your questions about Wealth Management

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