Helping You Build Wealth Without Limits

SAM ROBINSON

About Sam Robinson:

Sam Robinson is a dedicated financial adviser at Pursue Wealth, helping clients achieve financial security through tailored strategies. With expertise in wealth creation, superannuation, investment planning, and risk management, Sam provides clear, actionable financial advice suited to individual goals.

Committed to a client-first approach, Sam ensures financial plans are practical and aligned with long-term aspirations. Whether it’s budgeting, retirement planning, or tax-effective solutions, Sam works closely with clients to develop strategies that provide lasting financial confidence.

Areas of Expertise

Sam is passionate about her members and the long-term relationships she has with them. That’s why she uses a ‘tough love’ approach to help them achieve their dreams. Each member will be kept accountable and on track to ensure they live the lifestyle they’ve aspired to. And her approach works!

From being the Victorian State Director to the Treasurer of the AFA (now-FAAA), Sam delivered exceptional outcomes for the advice community, including advocating for practitioners and accessibility of financial advice for Australians. In 2022, Sam was appointed to the Financial Services Credit Panel (FSCP) which is an independent panel appointed by the responsible minister that is used when determining sanctions for alleged misconduct relating to financial advice.

Recent Qualifications

Kaplan Professional

  • Bridging Ethics & Professionalism in Financial Services
  • Fellow Chartered Financial Practitioner (FChFP)
  • Self Managed Superannuation Funds
  • Margin Lending and Geared Investments

International Institute of Technology

  • Diploma of Financial Services (Financial Planning)

Approach to Financial Advice

Sam is an award-winning adviser, recognised for some of the most significant awards in the industry, and is highly experienced in:

  • Strategic financial advice
  • Wealth accumulation
  • Investments
  • Superannuation
  • Retirement planning
  • Risk protection
  • Cash-flow management
  • Debt structuring
  • Estate planning

Sam knows how important it is to remain in control of your finances – and what it takes to achieve financial freedom. As our fearless leader, Sam started her career in finance after her mum suffered financial abuse and watching a financial adviser help turn her future around. She is laser-focused on setting goals, inspiring those around her, and having a bucketload of fun along the way. If you are ready to achieve your dreams and walk out of your meetings like you have been to a TED talk, Sam is your girl!

Personal Interests

Sam is a firm believer of performing to the highest standards and adopting the utmost ethics and compliance in financial services, which has been demonstrated through her involvement in the FSCP and professional associations. Sam loves goals-based financial planning as, like you, she is in the same boat. She works hard in her business to enjoy the flexibility which allows her to travel and enjoy financial independence. You will find her in the pilates studio, jetting off to new locations, or enjoying some of Melbourne’s best food and wine. 

                                                                       Need expert financial guidance? Get in touch with Sam Robinson today!

Meet Your Financial Dream Team

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