what we do
Your Private Client Adviser is your key to the door of our services. They not only provide you with ongoing personal financial advice that is the outcome of the best thinking from all of our advisory team, they will manage all other aspects of our relationship:
Your portfolio(s) – SMSF, individual, trust or company – will be individually designed and directly managed. This is the only way to have your needs met in a risk-conscious manner and your tax managed.
Saving you hours of time and hassle in the mundane but exacting, this is the bundle that few others provide, including:
Yes, our team of financial advisers and investment managers are based in Melbourne. But we have clients in all states and territories and overseas. Technology and our relentless service ethic ensures no client misses out on our advantages.
First Samuel by the numbers
*The industry average is 83 clients per adviser. Source: adviserratings.com.au
Here’s how it works
Thanks for contacting us. Our Business Manager will call you to discuss your needs and to arrange a consultation.
The first meeting is on us. You find out more about us, and we about you and your needs.
We meet internally to review, ‘strategise’ and discuss your needs. A customised proposal then comes to you from a senior executive.
You and we finalise the understanding of how we will meet your needs.
Thank you. Our service to you is underway.
Would you like to know more about what we can do for you? talk to one of our private client advisers
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.