Sam Briggs

Sam is an Associate Adviser having completed his Master of Financial Planning. He has previously worked at an Investments Advisory firm in Melbourne where he was responsible for managing and monitoring clients investment portfolios and placing trades through the ASX.

A new home. Family. A secure future for you and your children. Their education. A sound investment. A comfortable retirement. The dream holiday (that never ends).

Success is different for everyone. And the pathway to success is different too. And inevitably, while you’re on that path – life happens. It can be crazy… messy… unpredictable… and glorious.

So we’re here to help you stay on track, and achieve success, whatever that may be for you. Our boutique financial advisory group goes beyond the expected. We apply a holistic approach to your needs – not only providing comprehensive and highly personalised financial advice, but also connecting you to a range of professional, personal and wellbeing services through our trusted network.