In stark contrast to last year, there are not many changes that require immediate Wealth Strategy attention. And then there is the Senate. Read More

An overvalued market will always correct. So we are not surprised. The sell-off is minor. Client portfolios protected by high cash weight, low P/E.
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Recent IPOs of small unprofitable companies or highly priced large companies is a key signal that markets have become overly jubilant. Beware! Read More

Boutique Melbourne-based wealth manager First Samuel has been rated by its clients as one of the best in the world for client satisfaction and loyalty. Read More

The union of the middle states of the North American continent took 9 decades and a civil war for its people to decide how it would look. The EU will be slower. Read More

We will have advised 100% of affected clients well before the 30-Jun-17 deadline, allowing plenty of time for consideration and implementation of recommendations. Read More

There is little point in listing the new superannuation changes in their entirety. Instead, we view them from the effect on four key client groups. Read More

Australians are about to be bombarded with media news about the new superannuation changes. And with media-advice about what to do. First Samuel’s advice, for now, is to do nothing. Wait for the fine print. Read More

Last week's vote of the UK to leave the European Union is a significant event, to say the least. Read More

The Federal Budget, announced on 3rd May, included a number of significant proposed changes to superannuation. Read More