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
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
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
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
book your complimentary meeting
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.