An Integrated, Personal, Tailored Service

Integrated Wealth Service

Integrated Wealth Service

First Samuel solves your biggest problem: how to best manage the four confusing but critical parts of wealth management.
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Strategy & Advice

Strategy & Advice

Australia’s wealth management system is a complex labyrinth. It has a myriad of rules and regulations covering everything from superannuation to personal, company and trust taxation; insurances and estate planning.
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Investment

Investment

The investment world is not easy to navigate – it is a tangle of markets and players that often goes from euphoria to panic.
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Our People

Our People

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Self Managed Super Funds

Self Managed Super Funds

You choose the car you drive. You choose the house in which you live. Shouldn’t you choose your own superannuation fund?
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Wholesale Investors

Wholesale Investors

First Samuel is well placed to meet the specialist needs of Wholesale investors and Not-for-Profits.
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Retirement & Other Life Changes

Retirement & Other Life Changes

There’s no doubt that retirement can be a concerning time.
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Nuts & Bolts: Fees & Other

Nuts & Bolts: Fees & Other

Do you know how much you are really paying someone to manage your wealth? And who you are paying it too? And for what?
Read More

Integrated Wealth Service

Integrated Wealth Service

First Samuel solves your biggest problem: how to best manage the four confusing but critical parts of wealth management.
Read More
Strategy & Advice

Strategy & Advice

Australia’s wealth management system is a complex labyrinth. It has a myriad of rules and regulations covering everything from superannuation to personal, company and trust taxation; insurances and estate planning.
Read More
Investment

Investment

The investment world is not easy to navigate – it is a tangle of markets and players that often goes from euphoria to panic.
Read More
Our People

Our People

Read More
Self Managed Super Funds

Self Managed Super Funds

You choose the car you drive. You choose the house in which you live. Shouldn’t you choose your own superannuation fund?
Read More
Wholesale Investors

Wholesale Investors

First Samuel is well placed to meet the specialist needs of Wholesale investors and Not-for-Profits.
Read More
Retirement & Other Life Changes

Retirement & Other Life Changes

There’s no doubt that retirement can be a concerning time.
Read More
Nuts & Bolts: Fees & Other

Nuts & Bolts: Fees & Other

Do you know how much you are really paying someone to manage your wealth? And who you are paying it too? And for what?
Read More

Listen to the Wealth Management Professionals

26 February 2021

IKEA submarines. PNG now inside nine-dash-line. Tesla now a currency player.

What we-the-taxpayer now have is a French-submarine-IKEA solution. Flat-pack all of the parts. Ship them to Adelaide with a few giant Allen keys.

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4 November 2020

No One Plans to Die. But You Should Plan For It.

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26 February 2021

February profit reporting season winds down

Reporting season is upon us

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Begin to Live Well & Sleep Well.

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