Sam Robinson

Pursue Wealth

Gold
11 Yrs Experience
South Melbourne, VIC 3205

Sam is passionate about her members and the long-term relationships she has with them. That’s why she uses a ‘tough love’ approach to help them achieve their dreams. Each member will be kept accountable and on track to ensure they live the lifestyle they’ve aspired to. And her approach works! Sam is an award-winning adviser, recognised for some of the most significant awards in the industry, and is highly experienced in: •strategic financial advice •wealth accumulation •investments • superannuation • retirement planning • risk protection • cash-flow management • debt structuring • estate planning As an active member and a Chair of the Association of Financial Advisers (AFA) GenXt Committee, Sam is a firm believer of performing to the highest standards and adopting the utmost ethics and compliance. Keeping up-to-date with changes to industry practices is a high priority for Sam, which is why she’s continuously undertaking further education to enhance her industry knowledge. This ensures she offers you the most relevant and well-informed advice. Sam loves goals-based financial planning as, like you, she is in the same boat. She works hard in her business to enjoy the flexibility which allows her to travel and enjoy financial independence.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Pursue Wealth

Level 4, Suite 1, 80 Market St
South Melbourne, VIC 3205

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Grimsey Wealth Pty Ltd

AFSL 293334