investment management

Few can do for you what we do

First Samuel’s experienced investment managers will provide an individually managed portfolio that is directly invested and designed to meet your objectives, liquidity, needs and values.

Whether via SMSF, individual, company, and/or trust ownership, you will have amazing flexibility in the way your investments are managed.

First Samuel is one of only a handful of companies that can do this.

What does this mean for you?

Unlike many mass-produced alternatives, you can:

  • Invest non-superannuation assets
  • Own an asset mix designed to suit you
  • Have a dedicated private client adviser
  • Invest without the problem of ‘market impact’
  • Have your capital gains tax actively managed
  • Receive your correct allocation of franking credits
  • Avoid the capital gains tax positions of previous investors
  • Invest in a range of asset sectors in one easy portfolio
  • Invest in exciting start-up and venture capital companies
  • Know your investments are being managed for the long-term

The result is your peace of mind, knowing that experts are managing your investments for your needs.

Would you like to know more about our investment management services?
Talk to one of our private client advisers today.

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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.

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