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WHAT WE DO

Private client advisor discussing strategic wealth management with a client.

STRATEGIC ADVICE

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:

  • Integrating your needs with our Investment and Administration & Reporting Teams
  • Managing any questions or issues you might have
  • Keeping you up to date with wealth management changes
  • Liaising with your accountant
Learn more
Group of wealth managers dicussing investment options with their client

INVESTMENT MANAGEMENt

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.

  • Four pre-mixed and almost unlimited bespoke portfolio strategies, including ESG
  • Client-directed portfolios: you choose the securities, we do the rest
  • Almost unlimited customisation within seven major sub-portfolios
  • Active tax-management
Learn more
Personal client advisor Sarah discussing wealth management with a client.

ADMINISTRATION & REPORTING

Saving you hours of time and hassle in the mundane but exacting, this is the bundle that few others provide, including:

  • A suite of dynamic, secure, daily updated on-line reports
  • Trading, settlements, pension and other payments
  • Record keeping of investments we don’t manage
  • Independent and individual audit of your portfolios
Learn more

And geography doesn’t matter

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.

See how our service compares

See comparison table

FIRST SAMUEL Wealth Management BY THE NUMBERS

100

Number of clients

$ 300 M

Assets directly managed

0 *

Average no. of clients per adviser

*The industry average is 83 clients per adviser. Source: adviserratings.com.au

$ -100

commission received

We have been First Samuel clients since 2003, drawn by their encompassing service model and open reporting. They responded positively to growth challenges in 2019/20 by enlarging their investment team and augmenting their governance capability. Consequently, we have faith that they will continue to manage our funds prudently and successfully.
SADoctor, Sydney
I have trusted First Samuel and its handpicked team for over 20 years with all my personal and business investments and superannuation. I remain incredibly satisfied that I am in the best of hands.
GMNeurosurgeon, Melbourne
As First Samuel clients since 2006 we enjoy: • Generally superior results (acknowledging market volatility) • Communication, transparency, and good strategic advice • Good relationships, with very low staff turnover I know the people who answer the phone, and they know me.
DSRadiologist and Nuclear Medicine Physician, Melbourne

Here’s how it works

Trusting relationships are built on mutual understandings. For us to do our best for you we’d like to blend science and art. Yes, we’d like to know about your current and expected financial arrangements. We’d also like to understand how you feel about market volatility. And you need to be comfortable with us.

1

Contact

Thanks for contacting us. Our Business Manager will call you to discuss your needs and to arrange a consultation.

2

Discovery

The first meeting is on us. You find out more about us, and we about you and your needs.

3

Proposal

We meet internally to review, ‘strategise’ and discuss your needs. A customised proposal then comes to you from a senior executive.

4

Agreement

You and we finalise the understanding of how we will meet your needs.

5

Relationship

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.

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First Samuel Limited
Level 16, 500 Collins Street,
Melbourne, VIC 3000 Australia
P: +613 8610 9222
E: mail@firstsamuel.com.au

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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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