Samach offers bespoke services where we act as a Personal CFO to help run all of a client's financial matters.
We work with time poor high net wealth individuals and families who care deeply about their responsibility for preserving and growing their wealth, but don’t want the burden of managing day to day admin, complex structures, tax and investments.
Our clients require quality advice tailored to them.
We have an exciting opportunity for a Financial Adviser to join our recently founded wealth management business based in Bowral NSW on a full time/part time basis. We take pride in providing high quality tailored advice and taking the complexity out of financial strategies and financial matters for our expanding client base.
There is an opportunity for the right person to become a Partner in the business.