STRATEGIC
WEALTH
ADVICE
STRATEGIC
WEALTH ADVICE
STRATEGIC
WEALTH ADVICE
FINANCIAL ADVICE THAT CAPTURES THE OPPORTUNITY YOU CANNOT CAPTURE ON YOUR OWN
Grow and manage your wealth with a full team of experts working for you, not just one adviser
The opportunity is a blend of:
Your financial circumstances
The rules of the system
Your investment risk / return tolerance
Your Private Client Adviser, and our team of experts will design a strategy that grows with you and your wealth.
What Strategic advice looks like with first samuel
- Your own dedicated, qualified Private Client Adviser, who will understand your circumstances, goals and challenges
- Strategic wealth advice that evolves as your circumstances, regulations and legislation change
- Peace of mind, with the confidence to make financial decisions with expert advice always available to you
- Regular updates on taxation, superannuation, regulatory and legislative changes and how you are affected
- Full integration with First Samuel’s investment capability and Administration & Reporting service
Our strategic financial advice considers the following:
- SMSF, family trust, company and individual vehicles
- Retirement and lifetime wealth planning
- Asset class allocation
- Investment taxation
- Inter-generational wealth advice
- Vehicle structuring
- Family wealth management
- Cash flow management
See how our service compares
Connect with one of our Private Client Advisers. Book a complimentary obligation-free discussion todaY