WEALTH
MANAGEMENT
THAT REVOLVES
AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH
MANAGEMENT
THAT REVOLVES
AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH
MANAGEMENT
THAT REVOLVES
AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH
MANAGEMENT
THAT REVOLVES
AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH
MANAGEMENT
THAT REVOLVES
AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH
MANAGEMENT
THAT REVOLVES
AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH
MANAGEMENT
THAT REVOLVES
AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH
MANAGEMENT
THAT REVOLVES
AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH
MANAGEMENT
THAT REVOLVES
AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us
WEALTH MANAGEMENT
THAT REVOLVES AROUND YOU
Our team of experts offer an integrated service of the three critical success factors of wealth management: financial advice, investment management, administration & reporting. All bespoke.
Contact us

A HIGHLY PERSONALISED SERVICE

At First Samuel, you receive highly personalised service from our team of experts who place you at the centre of everything they do.

We provide a wealth management service that will capture opportunities that you cannot capture on your own.

STRATEGIC
ADVICE

STRATEGIC ADVICE

Your own Private Client Adviser who provides strategic wealth advice that evolves as your circumstances and regulations change. We do not pretend that selling investment products is advice.
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INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

An individually managed portfolio that is directly invested and designed to meet your objectives, liquidity needs and values. We know that tax is by far your biggest wealth management expense, so your investments are directly and individually managed so your tax can be optimised.
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ADMINISTRATION
& REPORTING

ADMINISTRATION
& REPORTING

Record keeping, secure online reporting, bill paying, cash management, independent audit report, etc. We do it all for you, so you don’t have to.
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WE USE THESE THREE SERVICES TO BUILD TAYLORED OFFERINGS, FOR EXAMPLE:

SELF MANAGED SUPERANNUATION FUNDS

SELF MANAGED
SUPERANNUATION FUNDS

Maximise the flexibility of investment choice, tax-management and tailoring your superannuation strategy to your specific goals. Integrated advice to keep pace with changing government superannuation regulations.
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Lifetime wealth management - icon of family in black and white.

FAMILY WEALTH MANAGEMENT

FAMILY WEALTH MANAGEMENT

Preserve and grow family wealth across generations to provide certainty, save tax and offer transparency.
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LIFETIME WEALTH PLANNING & MANAGEMENT

LIFETIME WEALTH PLANNING MANAGEMENT

Wealth management starts well before retirement. Compounding investment returns over a long period readily accumulate wealth. And mortgage management is critical.
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" What I like about First Samuel is how accessible it is, its ability to be nimble in the face of challenging investment conditions and its carefully considered strategies for achieving sound, long-term returns. "

S O'C
Retired Journalist, Victoria
" Is it more than 20 years? It all happens so seamlessly and easily and confidently. That must be what First Samuel mean by “Sleep Well! "

PH
Medical Specialist, Victoria
" First Samuel has looked after us for over 20 years. We trust their motto helps to guide them. There is no price for peace of mind. "

MG
Medical Specialist, New South Wales
" For years, First Samuel has capably overseen my mother’s wealth. Currently, their guidance also extends to my three sisters, and me, covering inter-generational transfers and family tax. Their unhurried and meticulous approach, along with clear benefit explanations, has been invaluable for our family’s financial journey. "

JK
New South Wales

When you become a First Samuel client, you get a team of experts to help you capture the opportunity provided by your assets and income.

We are different because we bring that team together to work for you. So, you get the benefit of more than one expert.

MEET SOME OF OUR EXPERTS

SEAN CASH

Chief Executive Officer

 

CRAIG SHEPHERD

Chief Investment Officer

BRAITH MORROW

Head of Wealth Advice
and Compliance

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LET'S CHAT

Allow us to help you capture the opportunity. Book your complimentary consultation today, with one of our Private Client Advisers.