Creating peace of mind for a richer journey

Most Trusted Adviser

Overall satisfaction of 9.5 out of 10. Based upon independent research conducted by Beddoes Institute in May 2015.

What We Offer


Experience tells us that no two clients are the same. For this reason our advice is tailored specifically to the individual. At SAM Group we aim to help you organise your financial affairs so as to enable growth and protection of your wealth, whilst achieving a balanced lifestyle.

Our Passion

Located in the beautiful Hunter Valley, New South Wales, the team at SAM Group are passionate about helping people achieve their goals and make informed decisions about their money.

We Provide

A high level of professional excellence with a focus on building long term relationships within a transparent and trustworthy environment.

Contact us

Phone: (02) 4933 2944

Or email us anytime, and one of our representatives will respond to you as soon as possible


Our Ethics & Values

Place the client’s interest first

Provide professional services whilst being transparent and honest.

Do what we say we will do, when we say we will do it.

Maintain the abilities, skills and knowledge necessary to provide professional services competently.

Ensure we have a balanced lifestyle so we enjoy and stay passionate about what we do.

Protect the confidentiality of all clients information.

Be fair and reasonable in all professional relationships

Their professional yet approachable manner has made SAM Group a pleasure to deal with.

Grenville & Linda Axford

It is not often that you find financial advisers that have an absolute passion about what they do.

Charles and Debra Pettersson

We were provided with practical and easy to comprehend advice that eased the stress and gave us peace of mind.

Terry & Linda Sibilant