Get to
know us

Get to
know us

Get to
know us

KNOW WHERE WE COME FROM

From its quiet beginnings in a one-room, windowless office in the Melbourne suburb of Camberwell, First Samuel has grown to a significant Collins Street presence and become one of Australia’s leading private wealth management firms.

Since 1999, First Samuel has grown steadily, moving premises thrice to meet ever-growing client demand.  During this time, the company has successfully managed its clients’ interests through a range of adverse financial events including those caused by the Tech-Wreck, the Second Gulf War, economic downturns, the terrorist attacks of 9/11, the Global Financial Crisis and the Covid-19 pandemic in 2020. 

Through its evolution, First Samuel has retained its core values. It has not succumbed to the temptation to grow quickly or to expand into related financial services.  It has resisted offers to commoditise our investment expertise into managed funds.  It has resisted commission led inducements to introduce our clients to others.

And our original service is unchanged: To provide individual, indispensable and enduring relationships that create, manage and protect wealth.

Know where we’re going

We live in a crazy world. And we operate in a rapidly changing industry. The exponential increase in the use of technology in all aspects of the industry has been amazing. This has provided many advantages.

But it has also increased the commoditisation of products and services. And made clients more distant from their suppliers. It’s become worse than the “press one for our health and safety rules; press two and enter your client number followed by the hash-key; press three…” service offering. It’s now a ‘chat bot’ or “leave your phone number and we’ll call you back.”

Clients become a square peg to be inserted into a technologically round hole.

But not at First Samuel. We stay true to our core values where we continue to:

  • Regard each client as precious
  • Grow our business slowly
  • Maintain our amazing service standards
  • Listen to each client

Find out more about what we can do for you. Talk to one of our private client advisers today.

Your privacy

This website uses cookies for analytics and personalised content. By using this website, you agree to the use of cookies in accordance with our Privacy Policy.