Hugo Sampson
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Hugo Sampson is an ASIC-registered financial adviser based in Brighton, Victoria, dedicated to helping individuals and families achieve their financial goals. Hugo holds a Bachelor of Business (Economics and Finance) from the Royal Melbourne Institute of Technology (2007) and a Diploma of Financial Services (Financial Planning) from PS146 Training Australia / Mentor Education (2008). His commitment to ethical practice is underscored by completing Ethics and Professionalism in Financial Advice from Kaplan Professional (2020). Hugo is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Hugo today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Hugo Sampson offer?
Hugo Sampson provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts. He can tailor strategies to your specific needs and goals.
What are Hugo Sampson's qualifications?
Hugo Sampson holds a Bachelor of Business (Economics and Finance) from the Royal Melbourne Institute of Technology and a Diploma of Financial Services (Financial Planning) from PS146 Training Australia / Mentor Education. He also completed Ethics and Professionalism in Financial Advice from Kaplan Professional.
What is the process of working with Hugo Sampson?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Hugo will then develop a personalized financial plan, implement the strategies, and provide ongoing support and reviews to ensure you stay on track.
How can Hugo Sampson help me with my retirement planning?
Hugo can help you develop a comprehensive retirement plan that considers your current financial situation, desired retirement lifestyle, and risk tolerance. He can provide advice on superannuation, investments, and strategies to maximize your retirement income.
What should I expect during my first meeting with Hugo Sampson?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Hugo will take the time to understand your needs and explain how he can help you achieve your objectives. It's a chance for both of you to determine if you are a good fit.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.