Sabena Samuel

Purpose Advisory

Silver
9 Yrs Experience
Alexandria, NSW 2015

Hey, Sabena Samuel here - I’m a wife, a thinker, a coach & Lead Adviser at Purpose Advisory.

I’m passionate about helping my clients live their unique best life. I firmly believe we should all know our “WHY” and enjoy facilitating that process so you can have clarity on what’s important.

I have been in this industry for the last 17 years and have seen many reforms take place. Navigating legislative changes and economic cycles has become a part of my life. I enjoy these discussions and like empowering my clients.

Drawing upon my experience as a coach, and financial adviser, my clients gain significant advantages and value the engagement and relationship.

I joined Purpose Advisory to be a trusted adviser to our clients and help them make the right decisions. Through a synergy in beliefs and values, and an exceptional team skilled in client management, I am confident that you will feel supported.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.94
  • Number of reviews 4
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Languages spoken
    • English
    • Hindi

Purpose Advisory

Suite B1, 13-21 Mandible St
Alexandria, NSW 2015

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • Phone
    Phone
  • Video call
    Video call

Licensed by

Apex Macro Financial Group Pty. Ltd.

AFSL 498715