About Us

With a focus on professional excellence and a transparent environment, our goal is to earn your trust, until you’re comfortable talking to us about your hopes and dreams – in every aspect of your life.

Our aim is to help you become financially well organised so that you can make smart, well informed decisions in both your financial and personal life.

Creating peace of mind for a richer journey.

We have been working with Paul and the team at SAMGroup for the best part of 6 years now and have always found them to be professional, knowledgeable and approachable. Paul listens to what you have to say and gives considered advice. When the time came, the team helped us confidently transition into retirement.

Kevin and Janette Crosdale

Our Core Beliefs

Integrity

Be genuine, open and honest.

Teamwork

Great teams are better than individual talent.

Courage

Be brave, do hard things.

Constant Improvement

Pursue growth and learning. Deliver our very best.

Respect and Humility

Treat others the way we would like to be treated.

Working with family groups and business owners

Since 1995.

We take a holistic approach to financial planning. We make it our business to understand your family and financial situation as well as your dreams and goals for your future.

Part of the Team

Paul Roberts

Private Wealth Adviser / Director

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.

Jose Hernandez

Associate Adviser

With over 10 years’ experience in the financial planning industry, 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 a high level of service. As Practice Manager, Melissa is responsible for the overall management of client services including the implementation and ongoing administration of all aspects of client accounts.

Let’s Work Together

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