Wealth management that revolves around you

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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

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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

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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

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I’ve been a very satisfied client of First Samuel for more than 20 years. Their service – to me, my family and my accountants – has been exemplary. ‘Contracting out’ the management of my investments to First Samuel was the smartest investment decision I’ve made in my lifetime.
Saul EslakeIndependent Economist, Tasmania
First Samuel has managed my family group's investments in a first class manner since 2007. They go out of their way to provide the extraordinary compliance and governance documentation we require for several jurisdictions. I highly recommend them.
PLWind Farm Developer, Zug, Switzerland
Over the 17 years that I've been a happy client, First Samuel has provided excellent, caring and comprehensive service and, in the majority of years, outstanding investment returns. I sleep well knowing that my finances are in safe hands.
David BlackleyRetired company chairman, Melbourne

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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