At Australian Wealth Solutions, we pride ourselves on our approachability, ensuring our clients feel comfortable & at ease.

Upon arrival, you will be able to meet the full team. This allows for us to get to know each other to best support your ongoing affairs. We guarantee our clients feel happy to contact us with their queries.

Our care for client’s lives outside their financial affairs is supported by also meeting with them during many social occasions where finance is not on the agenda.

The underpinning principle that drives our business is that: Our clients always come first!

We pride ourselves on providing unique and tailored solutions to meet your key goals and objectives, as well as offering guidance to help keep you on track towards those goals.

5 Essential Considerations Before You Speak With A Financial Planner
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The Advice Journey Is Simple

  • Step 1

    Initial Consultation

    Research & Compare Comparisons (60 minutes)

  • Step 2

    Strategy Meeting

    2-3 weeks Prepare Financial Plan (90 minutes)

  • Step 3

    Advice Presentation Meeting

    3-4 weeks Implementing Strategy (2 hours)

  • Step 4

    Client Satisfaction Meeting

    90 minutes

  • Step 5

    Regular Review

    Review of current position either 1, 2 or 3 times per annum (90 minutes)

What We Do

Superannuation

Getting the most out of your Superannuation is important. At Australian Wealth Solutions we like to help you build it up and retire comfortably. There are great tax advantages and fees play a huge part in making sure your retirement balance is sufficient.

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Insurance

Protect your family’s financial future with Australian Wealth Solutions. We will tailor a complete insurance package that suits your individual needs. We don’t just quote sums insured, we explain the science behind the numbers.

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Debt Management

In debt? Don’t stress, it happens to the best of us. We have debt solutions to suit any circumstance. Our debt specialist will help you manage it and then own it.

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Estate Planning

The act of preparing for the transfer of a person’s wealth and assets after his or her death. Estate Planning is an ongoing process and should be started as soon as one has any measurable asset base. As life progresses and goals shift, the estate plan should move to be in line with new goals.

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Aged Care

During this emotional time, most of the important decisions are financial. Structuring assets and deciding on how much Refundable Accommodation Deposit (RAD) to pay can make a huge difference. Our results speak for themselves and we can help with any Aged Care query.

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Retirement planning

After working for approximately 45 years of your life, retirement is inevitably the end goal. We help you decide what retirement means to you and design a retirement lifestyle that suits your personal interests.

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Testimonials

“Our dream was to sail away to South-East Asia experiencing different cultures, food and lifestyles, meeting and living amongst the people and learning about their way of life. When Sam asked us how long we wanted to be away, we didn’t really have an answer – as long as possible. He advised us to start budgeting and to invest our superannuation with him and to plan for the future. Little did we know that the breakfast meetings, the coffees, the Skype conferences and the planning would enable us to spend ten years doing just that. We are now living the dream, sailing in SE Asia and living amongst people in Indonesia and Malaysia, sharing what we have with them and learning other languages. Sam has made our dream come true and we value him as if he were family.”

Cecilie and John,
(VIP Clients since 2005)
“Cannot fault Sam and his staff. They go out of their way to provide an excellent service to their clients, so much so that I have sent family members to him for advice.”
Wendy,
(Valued client since 2012)
“Sam and his team have been able to deliver excellent results based on personalised financial advice and expertise.”
Nic and Nev,
(Valued clients since 2009)

Who We Are

Sam Zervides

Director, B.A, DFA, DIPA, AFA

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Sam is the founder of Australian Wealth Solutions. He completed a Bachelor of Arts at RMIT University in 1988 and then undertook an Advanced Diploma of Financial Advising with the Securities Institute of Australia in 2004. He has since completed a world-renowned Leadership course at Stanford University in 2016 and attended the IPA inaugural delegation in Beijing in 2016 regarding the free trade agreement between Australia and China.

Following extensive experience in corporate management & financial planning, Sam chose to leave a senior financial planning position with Westpac Banking Corporation to pursue his own business venture.

Following its establishment in January 2004, Australian Wealth Solutions is now regarded as one of Australia’s top practices.

Sam Koranias

Financial Adviser, BBus, ADFP, AFA

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Sam joined Australian Wealth Solutions in June 2013, following the completion of a Bachelor of Business at La Trobe University, majoring in Financial Planning.

Sam is a Financial Planner and was honoured to win the Young Adviser of the Year in 2017. He is responsible for onboarding new clients to Australian Wealth Solutions and prides himself on the dynamic relationships between the clients and adviser.

Stephen Cleary

Paraplanner, B.Com, DFA, AFA

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Stephen joined Australian Wealth Solutions in March 2017, following the completion of a Bachelor of Commerce at Monash University, majoring in Finance and Econometrics.

Stephen has 5 years’ experience in the Financial Services industry.
Stephen is currently the Paraplanner and is responsible for all modelling and research for each client strategy.

Stephen specialises in highly tailored financial strategies for client’s financial affairs.

Tom Ryan

Client Services Manager

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Tom joined Australian Wealth Solutions in July 2017, following the completion of a Bachelor of Business at Swinburne University, majoring in Finance.

Tom is currently a Client Services Manager and is responsible for the interaction and communication with the extensive AWS client base and the day to day running of the practice.

Tom instils an immediate attitude and deals with client inquiries promptly and directly, they will have an answer with a 24-hour period.

Ellen Stoncius

Client Services Manager

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Ellen joined Australian Wealth Solutions in July 2017 and has completed a Bachelor of Commerce at Deakin University, majoring in Finance and Financial Planning and graduated with a high distinction average.

Ellen is currently a Client Services Manager and is responsible for the dealings and communication with the extensive AWS client base and the day to day running of the practice.

Ellen’s amazing attention to detail ensures that Australian Wealth Solutions is always producing high quality work and she embraces a bubbly and positive attitude that can be felt through the phone when you contact Australian Wealth Solutions.

Eugenia Karambatos

Client Services Manager

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Eugenia joined Australian Wealth Solutions in April 2017 and has completed a Bachelor of Business at Monash University, majoring in Accounting, Banking & Finance.

Eugenia is currently a Client Services Manager and is responsible for the connections and implementation with the extensive AWS client base and the day to day running of the practice.

You will quickly notice that Eugenia has a client first attitude and will not rest until a client request or enquiry has been dealt with appropriately, her work ethic is unparalleled.

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