Financial Services Guide

Welcome to First Samuel

Thank you for considering First Samuel as your wealth manager.

To assist you in making an informed decision about appointing First Samuel, it is important that you read and understand our Financial Services Guide. This includes information on our services, how we are remunerated, our privacy policy, our complaint handling process and other information required by law. 

First Samuel Financial Services Guide (Version 11 - 2018)

While our FSG provides an overview of the way we are renumerated, full details of our fees and other costs are contained in our Guide to Fees. 

First Samuel Guide to Fees (Version 4- 2018) 

If there is any matter that you feel we have not covered to your satisfaction then please ask us.