Founded in 2004 by Sam Zervides, Australian Wealth Solutions boasts an unparalleled service provision with over 50 years of combined experience in the industry...
Why Choose Us?
Experienced Team...
Over 50 Years’ Combined Experience…
Experienced investors who have navigated multiple market cycles.
We never stop learning and we take pride in educating our clients; these are essential components of what we do…
Our Investment Philosophy
Low Correlation Between Investments
Diversified Return Generation
Entrepreneurs at Heart
Partner with ‘Best-in-Breed’ Fund Managers
Contrarian by Nature
Seek to Avoid Market Bubbles
Opportunity Seekers
Global Investors
Testimonials
Paul & Wendy MurphyValued Client Since 2012
“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.
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”
Cecilie and JohnVIP Clients Since 2005
"Our dream was to sail away to South-East Asia experiencing different cultures, food and lifestyles. 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 budget, invest, and plan. Little did we know those meetings and planning would give us ten years of adventure. Now, we’re living the dream in Indonesia and Malaysia, sharing and learning. Sam made it happen, and we value him as family.
Greg & Kim Poolwerx
"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"
Ian & Felicity James
"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."
Nic and NevValued Client Since 2009
"Sam and his team have been able to deliver excellent results based on personalized financial advice and expertise."
Rory Sercombe
"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."
Vincent
"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"
Michael
"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"
Paul
"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"
Greg & Kim (Poolwerx)
"AWS has been providing personalized 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"
