Welcome to

Australian Wealth

Solutions

There is always a solution…

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Please watch this testimonial from our long-standing clients, Cecilie and John.


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.


What We Do


superannuation

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.

insurance

Insurance

Protect your family’s financial future with Australian Wealth Solutions. We will tailor a complete insurance package that suits your individual needs.

management

Debt Management

In debt? Don’t stress, it happens to the best of us. We have debt solutions to suit any circumstance.

estate planning

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.

aged care

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. 

retirement planning

Retirement Planning

After working for approximately 45 years of your life, retirement is inevitably the end goal.

The Advice Journey Is Simple

step 1

Step 1

Initial Consultation

Research & Compare Comparisons (60 minutes)

meeting

Step 2

Strategy Meeting

2-3 weeks Prepare Financial Plan (90 minutes)

presentation

Step 3

Advice Presentation Meeting

3-4 weeks Implementing Strategy (2 hours)

satisfaction

Step 4

Client Satisfaction Meeting

90 minutes

step 5

Step 5

Regular Review

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

Who We Are


Sam-Zervides

Sam Zervides

Director, B.A, DFA, DIPA, AFA

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.

Arsenio Zervides

Business Relationship Manager, B.Com

Arsenio joined Australian Wealth Solutions (AWS) in April 2018.


Arsenio is currently a Business Relationship Manager and is responsible for maintaining sound relationships with our business associates and sophisticated family groups.


Arsenio has an unmistakable passion for the finance industry, specifically the Australian and Global Share Markets.

Robert-Taylor

Jayson Tantug

Client Services Administrator B.A

Jayson joined Australian Wealth Solutions in August 2019 and has completed a degree in

Business Administration at University of San Jose – Recoletos.


Jayson is based in Cebu, Philippines and provides Australian Wealth Solutions with dynamic administrative support.


Jayson is currently a Client Services Administrator and is responsible for data accuracy, document preparation and liaising with large financial institutions.


Jayson has an infectious smile and the Australian Wealth Solutions team are grateful to have his unparalleled support.

Robert-Taylor

Penny Karambatos

Client Services Manager B.Com

Penny joined Australian Wealth Solutions in September 2021 and is completing a Bachelor of

Commerce at Monash University, majoring in Banking & Finance.


Penny is currently a Client Services Manager and is responsible for client communation, meeting preparation and complex implementation. 


Penny has experience with some of the most complex client structures and has excellent

technical skills.

John Doe's Image
“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)

John Doe's Image
“Sam and his team have been able to deliver excellent results based on personalised financial advice and expertise.”

Nic and Nev (VIP Clients Since 2009)

John Doe's Image
"Sam Zervides and his excellent AWS team are approachable, highly professional, extremely knowledgable, and have allowed our retirement to be everything we hoped it would be. We “sleep at night” without fear of money concerns, and live life, for which we worked hard, secure in the knowledge that our finances are safe in very capable hands. 3 generations of our family are testament that Sam and AWS are highly recommended."

Ian and Felicity (VIP Clients Since 2010)

John Doe's Image
“Cannot fault Sam and his staff. They go out of their way to provide an excellent service to their clients, so much so that we have sent family members to him for advice.

We trust the team at AWS implicitly and the results have paid off. Sam and the team have always been there with sound advice and their professionalism , integrity and honesty are second to none."

Paul and Wendy M (VIP Clients Since 2012)

John Doe's Image
“AWS has been providing personalised advice regarding our financial health for many years now and we are extremely happy with their approachability and professionalism. We would thoroughly recommend them if personal service, attention to detail and sensible advice are high on your list of priorities.”

Greg and Kim (VIP Clients Since 2013)

John Doe's Image
"After having Sam Koranias and the team at AWS handle my personal and family superannuation needs I now refer all my clients to engage their significant expertise. Not only are the team extremely knowledgeable in their fields they offer a caring and personalized service. Highly Recommend!"

Nick (Client Since 2017)

John Doe's Image
"Thanks to Sam & the team at AWS for giving my wife and I great advice on our Super, insurances and personal finances. The peace of mind that you have given me for my family's financial future is priceless."

Rory (Client Since 2017)

John Doe's Image
"Australian Wealth Solutions have provided myself and my family with exceptional financial advice and service. I have had a negative experience previously with Financial planners where they have set up my finances yet have not provided me with ongoing service.

Australian Wealth Solutions have not only provided me with excellent ongoing service, but they actually care about myself and my family. Without Australian Wealth Solutions, the journey to retirement would be much more daunting.

Thanks Sam and Team"

Vincent

John Doe's Image
"Australian Wealth Solutions look after my personal & business affairs. A brilliant office to work with and I would like to thank the team at Australian Wealth Solutions."

Micky

John Doe's Image
"Thanks to the 2 Sams and the team at Australian Wealth Solutions Caulfield. Excellent knowledge, help and quick services. On top of all this you guys are down to earth. Highly Recommend"

Paul

John Doe's Image
"Very happy with our results from working with Sam Koranias. Highly recommend Australian Wealth Solutions!"

Shay

Media Releases

By Sam Zervides 16 Jul, 2021
Previously operating under GWM Adviser Services Limited, AWS announced on Monday that it will move forward under the AFSL of Melbourne-headquartered boutique licensee, ASVW Financial Services Pty Ltd (ASVWFS), effective this month. AWS principal and founder Sam Zervides said the move is the first step in a long-term strategy for the advice practise to adapt to changing client expectations. “It’s for this reason that I’m focusing my energies on the future and being ahead of the curve in responding to the needs of an increasingly sophisticated and mature client – many of whom reside interstate and overseas but still demand the highest standards of personal and accessible advisory services,” Mr Zervides said. “The AWS team are very excited about the move to ASVWFS and the prospects for the future. “In particular the benefits that will be derived through the application of new technologies designed to significantly improve the client experience and connectivity; enhance/streamline administrative processes; and accelerate the delivery of additional lifestyle and financial service offerings”. ASVWFS chief executive and director Stuart Abley also welcomed AWS’ move to the national licensee on Monday. “Sam and the AWS team embody the very important fundamentals we are seeking in the practices that join our national network i.e. committed to building exemplary advice businesses that deliver the highest standards of compliant professional financial advice and client service,” Mr Abley said.
13 Jul, 2021
AWS said the move which was in line with its long-term strategy to address the needs of more sophisticated clients. Commenting on the move, Stuart Abley, chief executive officer and director at ASVWFS, said that AWS represented all the important fundamentals sought in the practices joining its national network. “It’s for this reason that I’m focussing my energies on the future and being ahead of the curve in responding to the needs of an increasingly sophisticated and mature client – many of whom reside interstate and overseas but still demand the highest standards of personal and accessible advisory services,” Zervides said and added that changes in client expectations were irreversible and they were shaping the structure of advice businesses. Zervides also said his first two critical priorities after joining ASVWFS would be to further improve the client experience through the utilisation of advanced technology, latest processes and innovation to improve engagement, outcomes and service. Following this, new complementary financial and lifestyle services as well as value-add offerings were being developed to include a private wealth and finance offering, which would be provided in-house or in partnership with appropriate alliance partners. “The AWS team are very excited about the move to ASVWFS and the prospects for the future. In particular the benefits that will be derived through the application of new technologies designed to significantly improve the client experience and connectivity; enhance/streamline administrative processes; and accelerate the delivery of additional lifestyle and financial service offerings,” Zervides said.
Sam Zervides elected IPA Victorian president
By Paul Teycheney 02 Sep, 2018
Australian Wealth Solutions (AWS) principal, Sam Zervides, has been elected president of the Victorian branch of the Institute of Public Accountants (IPA), where he would provide input to the national organisation on initiatives, programs and policies for the benefit of the association’s members.
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