Hugo Sampson

Lifetime Financial Group

5.00
7 Reviews
Bronze
15 Yrs Experience
Brighton, VIC 3186

Hugo joined LifeTime Financial Group in 2004 and is self-employed with over 15 years’ experience in the financial planning industry.

Hugo shares his passion for financial strategy with clients in an engaging and easy to understand way continuing his commitment to provide open and honest advice focusing on client’s best interest.

Drawing on many years of experience and education Hugo partners with his clients ensuring clarity of goals with meaningful outcomes while providing unaligned, fee for service advice.

Hugo was awarded Advice Evolution’s Adviser of the Year in 2016 & again in 2017 which recognises Hugo’s outstanding commitment to his clients, the financial planning industry & his local community.

He holds a Bachelor of Business degree in Economics & Finance, a DipFS in Financial Planning and is a senior financial adviser, being an authorised representative of Advice Evolution.

Hugo also plays a major role in the management and development of LifeTime Financial Group and is committed to harbouring an engaging environment, not only for clients but for the business’s fantastic staff.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

As a fee for service business our advice costs reflect complexity and the areas in which out clients outline the desire for help. All of our clients receive a clear understanding of our costs which are agreed prior to any work being completed.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Lifetime Financial Group

Suite 13, 214 Bay Street
Brighton, VIC 3186

Licensed by

Advice Evolution

AFSL 342880