STRATEGIC
WEALTH
ADVICE
STRATEGIC
WEALTH ADVICE
STRATEGIC
WEALTH ADVICE
WEALTH MANAGEMENT, ADVICE AND PLANNING THAT REVOLVES AROUND YOU
Grow your wealth and navigate complex financial decisions that arise with life with our strategic wealth advice from our team of experts. For more than 25 years, we have provided wealth management to high-net-worth individuals and families who desire a personal, long-term relationship with an adviser who understands both their financial position and their goals.
Effective wealth management is a coordinated strategy that considers your personal objectives, structures, tax position, family circumstances and long-term goals. Whether you are focused on wealth creation, planning for retirement, intergenerational wealth transfer or simply making better financial decisions, our advisers design strategies that align with every stage of your life.
A team of local wealth strategy experts
As one of Melbourne’s leading providers of private wealth advice services, we offer a deeply personalised model that brings together strategic thinking, disciplined investment management and structural advice. Our clients value the rarity of a firm that combines technical expertise and genuine personal service.
Why strategic wealth planning matters
Strategic wealth planning ensures that every part of your financial life works in harmony. Without coordinated advice, decisions around investment, tax, superannuation, business interests or estate planning can become fragmented creating unnecessary tax, reduced flexibility or missed opportunities.
Our strategic advice helps clients:
- grow and protect wealth over the long term
- efficiently structure assets to manage tax
- confidently plan for retirement
- manage complexity across companies, SMSFs, trusts and personal assets
- create intergenerational wealth strategies
- make informed decisions around liquidity, cash flow and risk
- plan for optimal business succession outcomes
- understand how to minimise tax liability legally in Australia through thoughtful structuring and planning
First Samuel's Fee structure
First Samuel was founded on ethics, where no commissions, no hidden incentives, no product conflicts are integral to our dedication to giving clients the service they deserve from a trusted expert. Our fee structure reflects this commitment. We charge transparent, fair fees for advice and portfolio management, ensuring our only focus is what is best for you.
Clients receive advice that is genuinely aligned with their interests, not driven by external providers or product relationships. This is particularly important for individuals with complex wealth, significant assets or multiple entities who require strategic guidance free from influence.
What Strategic advice looks like with first samuel
Strategic wealth advice at First Samuel is an ongoing relationship which is structured, deliberate and designed to evolve with your changing circumstances. Our advisers work closely with you to develop, refine and implement a long-term plan that integrates every aspect of your financial life.
Integrated wealth planning
We take the time to understand your objectives across the short, medium and long term. This includes lifestyle planning, retirement goals, philanthropic intentions, business interests, liquidity needs and family aspirations.
Structuring for tax efficiency and wealth protection
For high-net-worth individuals, structure matters as much as strategy. We optimise outcomes using companies, trusts, personal structures and self-managed superannuation funds ensuring your assets are in the right place at the right time, and that you understand how to pay less tax, including capital gains tax, business tax and personal tax, legally and effectively.
Private wealth investment advice
Your investment portfolio is designed for you not based on model portfolios or packaged products. Our investment management service (via Managed Discretionary Accounts) ensures your portfolio is aligned with your risk tolerance, objectives and cash-flow needs.
We manage individual portfolios directly, providing transparency, liquidity and control. Each holding is selected with purpose, and strategies are monitored and adjusted as markets and personal circumstances evolve.
Superannuation and SMSF strategy
Superannuation remains one of the most powerful wealth-building structures. We integrate contribution strategies, retirement planning, pension optimisation and long-term tax planning. Our team of experts offer full support with Self-Managed Super Funds (SMSFs) planning and strategy.
Business and succession strategy
For business owners, the interplay between business value, personal wealth, tax, retirement and succession is significant. We design strategies that maximise business exit outcomes, protect wealth and support future family transitions.
Intergenerational and family wealth management
Family wealth is about more than asset transfer; it is about structure, clarity and intention. Our experts will help you by creating strategies that support inheritance planning, tax-effective gifting, multigenerational structures, education funding for children and grandchildren, and legacy planning.
Retirement and lifetime wealth planning
We help clients plan for the lifestyle they want considering income needs, investment strategy, longevity, healthcare, estate intentions and the retirement plan.
Meet your private client advisers
Our strategic wealth advisers are experienced professionals who work closely with clients to develop personalised, long-term financial strategies.
