Your own Private Client Adviser who provides strategic wealth advice that evolves as your circumstances and regulations change.
Investment Management
An individually managed portfolio that is directly invested and designed to meet your objectives, liquidity needs and values.
Self-managed superannuation funds
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.
“I have trusted First Samuel and its handpicked team for over 20 years with all my personal and business investments and superannuation. I remain incredibly satisfied that I am in the best of hands.”
– S.A. Neurosurgeon, Melbourne
“As First Samuel clients since 2006 we enjoy superior results (acknowledging market volatility). Communication transparency and good strategic advice. Good relationships, with very low staff turnover, I know the people who answer the phone and they know me.”
–D.S. Radiologist and Nuclear Medicine Physician, Melbourne
Why choose First Samuel?
Advice that is not personalised is useless, like following a nutritional plan for someone else. At First Samuel, we have provided an integrated wealth management service to individuals and their families in the medical community since 1999. We are a team of experienced wealth advisors dedicated to providing bespoke financial solutions specifically designed for the needs and aspirations of medical professionals like you.
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