what we do

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

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

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

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

First Samuel 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

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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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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