My primary purpose is to do what is right for YOU and your situation. Everything I do is based on my core values of honesty, integrity and respect. I help people of all ages and at all stages of life and I am certain that whoever I engage with I can create value for and put them in a better position financially.
I have worked as a Financial Adviser and Mortgage Broker (not currently) for many years so I have a deep understanding of personal finances. I am in a strong financial position personally and I practise what I preach. I enjoy sharing what I have learnt and helping people on their journey of becoming financially successful and achieving their goals.
My particular passion is investing and utilising compound interest. I believe the fundamentals of wealth creation and good money management do not change and I love sharing sound advice with people that want and need it.
I am paid a salary so therefore I’m not conflicted to recommend something that pays a commission and is not in your best interest. I really enjoy working for such an innovative company that has clients best interests at the core of everything we do.
I have a growth mindset and I like to always be learning and evolving. I am currently upskilling to the Masters in Financial Planning and have 1 paper to go. I believe this is the hallmark of a true professional and feel this will complement my skillset and real-world experience perfectly.
Feel free to book a no obligation meeting with me at Nucleus Wealth on 1300 623 863.
At Nucleus Wealth we do not charge for financial advice, we do this to keep costs down for you. However, we do charge an annual management fee ranging from 0.11% to 0.64%p.a. depending on your portfolio. There is also a platform fee dependant on your balance., which decreases as your balance grows. We do not charge a performance fee. See the link below for more details and please review our Financial Services Guide for more information. https://nucleuswealth.com/articles/performance-fees/
Sam was very helpful and informative. The advice showed care and appreciation of individual circumstances. I would readily recommend friends to seek advice from Sam if they were looking for investment or super-annuation advice.
I got in touch with Sam from Nucleus Wealth some time ago - due to my risk I was not able to give a timeframe when I was ready to invest. Sam was always extremely understanding of this and we kept the conversation going for quite some time. I’ve now put my funds to work with Nucleus and Sam has has been very helpful with all questions and ensuring I get setup correctly with the chosen platforms and other issues that came up. I’m looking forward to keeping our relationship going with the wealth of knowledge that Sam displays.
I am very happy to provide a review of Sam. He was extremely patient with the opening of our account. There were a number of problems, due to use being based in NZ. Sam was very communicative throughout the whole process and went above and beyond to find solutions to problems that unique to our situation. I can recommend Sam without hesitation and know he will give every endeavor 100%.
Samuel was excellent in his chat. He was not pushy for selling one particular product. Throughout the conversation he was open to my needs and then explained the what and why of what could be relevant for me.
Definitely recommend him.
Very professional, responsive and knows his stuff. I don’t like dealing with planners generally, but Sam is different. I know he has my best interests in mind. Very helpful with life insurance and Nucleus options. Thank you.
- Adviser status Bronze
- Number of reviews 26
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Nucleus WealthLevel 5, 447 Collins St
Melbourne, VIC 3000
Nucleus Advice Pty Ltd