Sam joined the family business in 2002, after playing professional AFL football for St Kilda and Carlton.  He has been assisting clients for 20 years, throughout all the stages of their life - froam strategic wealth creation to managing investments in retirement. 

As an owner of the business, Sam has always been driven to build a model that educates, empowers, and makes it easy for even the busiest clients to ‘take action’ and feel in control of their finances.  Sam’s passion has been providing strategic advice that makes a big difference to his client's lives, then playing a supporting role as clients put this into action and benefit from the result(s). 

Sam built a unique, visual and interactive process that enables clients to clearly see the long-term benefits of certain strategies at the start of the planning process so they can have input into their own wealth creation journey.

As a very proud and busy parent of 4 children, a business owner and professional, Sam can relate to and enjoys assisting a wide range of clients.  Outside of business, Sam enjoys spending quality time with his wife Ebony and their 4 kids in Torquay and tries to sneak in the odd surf and game of golf.