About us

With our Head Office located in the beautiful Hunter Valley, NSW, the team at SAM Group are passionate about helping people achieve financial peace of mind for a richer journey.

With an emphasis on creating, building and protecting your wealth we provide investment and financial planning advice –we won’t offer you cookie cutter solutions or an off-the-shelf investment strategy, but rather we see each of our clients as individuals. This ethos enables our advisers to take a big-picture view when creating your tailored financial planning strategy and to use the analogy “We want to make sure that when cutting down trees you’re in the right forest”.

We make it our business to understand your unique situation, goals, objectives and dreams, so that we can create an equally unique financial plan, focussing on what’s important to you. As your priorities evolve, we’ll position your financial strategy accordingly.

We have all the in-house expertise needed to create and co-ordinate a balanced and fully integrated financial plan and we manage everything from superannuation and insurance through to investing in shares and property.

New clients are referred to us by word of mouth from existing satisfied clients, therefore client loyalty is extremely important to us, which is what we continually strive for.

Paul Roberts

Co-founder & Private Wealth Adviser

With over 20 years experience in the financial planning industry Paul is a trusted adviser to individuals, their families and business owners.  Taking a holistic approach to financial planning, Paul focuses his attention on ensuring his clients have the right structure in place as a foundation to create, build and protect their wealth. Applying his extensive knowledge in self managed super funds, trusts and companies he enjoys designing the appropriate strategy to help his clients achieve their goals and make smart decisions about their money.

Greg Lourens

Co-founder & Private Wealth Adviser

With over 20 years experience in financial and business management, with the last 9 years focused purely on Financial Planning, Greg works with individuals and their families, helping them create, grow and protect their wealth whilst living a balanced lifestyle.

jose

Jose Hernandez

Associate Adviser

With over 10 years’ experience in the financial planning industry, Jose enjoys working with individuals and their families, helping them create, grow and protect their wealth whilst living a balanced lifestyle. Jose focuses on helping clients get financially organised and make smart decisions about their money. Knowledgeable, honest and friendly, Jose provides his clients with guidance and security in all aspects of financial planning.

Melissa Roberts

Practice Manager

Being involved in the Financial Planning industry for over 25 years, Melissa has always been passionate about building strong relationships with clients and providing quality service. As Client Account Manager, Melissa is responsible for the implementation and ongoing administration of all aspects of client accounts.

Tarryn Lourens

Client Account Manager

Tarryn’s responsibilities include keeping clients updated regarding the Implementation of their unique Financial Plan as well as the processing of applications, attending to client queries, liaising with fund managers and insurance companies.