1 Review

Sarah Wang

First Samuel Ltd

Platinum

12 Yrs Experience

Melbourne, VIC 3000

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MY VALUE PROPOSITION

I listen to you and analyse your financial situation, and based on that I provide services and products tailored to your specific needs.

I endeavour to work closely with your accountant to provide holistic advice which covers every facet of your financial situation.

My aim is to engage with you in a long-lasting partnership that creates value for both of us.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Aged Care
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 May 2025

I've had the pleasure of working with Sarah Wang for over 5 years, and I cannot recommend her highly enough.

Sarah provides exceptional financial advice tailored to the unique needs of individuals. Her expertise, professionalism, and dedication to her clients are truly commendable. Thanks to Sarah's guidance, I have achieved "peace of mind. I am confident in her ability to continue providing outstanding financial advice for years to come.

If you are seeking a trusted and knowledgeable financial advisor to help you manage your wealth, I wholeheartedly recommend Sarah Wang.

Adviser status Platinum
Rating 5.00
Number of reviews 1
First year providing advice 2013
Years of experience 12
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English

First Samuel Ltd

Level 16, 500 Collins St
Melbourne, VIC 3000

9:00am – 5:00pm Monday – Friday

First Samuel Ltd

AFSL 225405

Sarah Wang

First Samuel Ltd

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First Samuel Ltd

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First Samuel Ltd