“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.”
PRIVATE WEALTH
AWS FINANCE
Who we are
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
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
Protect your family’s financial future with Australian Wealth Solutions. We will tailor a complete insurance package that suits your individual needs.
Debt Management
In debt? Don’t stress, it happens to the best of us. We have debt solutions to suit any circumstance.
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
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
After working for approximately 45 years of your life, retirement is inevitably the end goal.
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)
Who We Are
Sam Zervides
Director, B.A, DFA, DIPA, AFA
Arsenio Zervides
Business Relationship Manager, B.Com
Jayson Tantug
Client Services Administrator B.A
Penny Karambatos
Client Services Manager B.Com
Book an Appointment Now
Book an Appointment Now
Contact Information
Phone: 03 9532 4064
ABN / ACN: 91107001061
Business Email: info@wealth-solutions.com.au
Wealth Solutions Australia Pty Ltd trading as Australian Wealth Solutions
is a Corporate Authorised Representative of ASVW Financial Services Pty Ltd
AFSL 446176; ABN 27 007 261 083; www.asvwfs.com.au
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