Personalised Wealth Management - First Samuel Limited

A highly Personal service

Your own private client adviser
Opportunity-capturing financial advice
Individual, direct, tax-managed and tailored portfolios
Administration & Reporting, account liaison, payments etc

It’s individual

We’re with you for the journey

A philosophy to consider the future in all we do
Ongoing advice that changes as your needs and tax etc. rules change
Active management to capture changing investment opportunities
Regular upgrades to our Administration & Reporting services

It’s enduring

Critical success factors in wealth management

An amazing service ethic that revolves around you
A very talented team of Associates
A focus on your long-term needs
Ethics and transparency in all we do

It’s indispensable

I’ve been a very satisfied client of First Samuel for more than 20 years. Their service – to me, my family and my accountants – has been exemplary. ‘Contracting out’ the management of my investments to First Samuel was the smartest investment decision I’ve made in my lifetime.

First Samuel has managed my family group's investments in a first class manner since 2007. They go out of their way to provide the extraordinary compliance and governance documentation we require for several jurisdictions. I highly recommend them.

Over the 17 years that I've been a happy client, First Samuel has provided excellent, caring and comprehensive service and, in the majority of years, outstanding investment returns. I sleep well knowing that my finances are in safe hands.

Working with First Samuel will give you three advantages

Spend your time on what you enjoy and where you can make a difference, such as family, friends and lifestyle. And take effective action.

At the very least, your wealth needs to grow at the rate that will provide income to replace your wage or salary when your wage or salary ceases.

Have the capacity to cope with the planned and unexpected changes in your life and ensure that your financial objectives are still relevant.

Answering your questions about Wealth Management

book your complimentary meeting

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.