Sam is an Investment Adviser & Financial Planner at Amicus Group Limited and specialises in providing investment advice and comprehensive financial and wealth planning. He works with clients to help them achieve their financial goals – whether it’s building wealth, preserving capital, planning for retirement, investing for future generations, or addressing other financial needs.

With a number of years’ working in independent wealth management, Sam has gained valuable experience in both New Zealand and the UK. He enjoys building strong relationships with clients, taking time to understand what matters most to them, what they would like to achieve, and ultimately, designing investment portfolios and financial plans that align with their objectives. He is committed to delivering high-quality, independent, and objective advice, tailored to each client’s unique requirements, aspirations, and life.

Sam’s educational background is in finance, investments and law. He is a CFA Charterholder, a qualification globally recognised as one of the highest distinctions in investment management. He is a qualified and registered Financial Adviser in New Zealand, and holds a Bachelor of Laws from Victoria University of Wellington and a Diploma in Financial Planning.

Outside of work, Sam values the time he spends with his partner, Autumn, family and friends. He enjoys staying active at the gym or on walks, spending time at local beaches and in nature, listening to a good history podcast, playing evening football and following Arsenal FC through their highs and lows.