After I retired from full-time work recently, my wife and I decided to arrange for our self-managed superannuation to be administered by CHPW, and have found their careful guardianship of our financial affairs, and attention to detail, to be exemplary. Sam Adigrati and Ray Werden are both excellent financial managers, sharp but amiable, and knowledgeable about a wide range of relevant areas relating to investment. As a former university academic and art consultant, I find CHPW’s expertise in matters outside my competence and experience to be particularly reassuring, in these economically challenging times. Shirley and I are very pleased with their work on our behalf, and have recommended the company confidently to a number of friends and relatives.

We first met Sam Adigrati when he joined Deutsche Bank Melbourne as a Financial Adviser in 1999. Because of his diligence and forethought in handling our affairs we had no hesitation in having him act on our behalf when he ventured into his own business. We have been impressed by Sam and the team's attention to detail, follow-up and guidance especially during the recent financial uncertainty and would have no hesitation in recommending there services to anyone.

My wife and I first met with Sam in 2010, we were newly married and I was about to quit full time work and start my own business -  we were yet to have any children.  We wanted to make sure we were doing the right things financially to build wealth for the future, but hadn’t given a great deal of thought to what that really meant, so thought we should seek some professional advice.  Sam made us feel relaxed from the start.  He took time to find out about us - who we are, our goals in life and our attitudes to risk - before we started to talk about our financial affairs. Once he knew what we wanted to achieve, Sam helped us by developing a plan for our finances.  The cornerstone of this was our superannuation and through Sam we have been able to access a unique range of superannuation investments which were not available through our industry super funds.  Sam emails me regularly with new investment opportunities and we meet annually to review the strategy. I get great confidence from the knowledge our portfolio is being proactively managed and reviewed rather than set and forgotten.  To make things even better, I have been extremely happy with the performance of our super under Sam’s management!  Sam didn’t stop at Superannuation either, his advice included Life, Trauma and Income Protection Insurances, effective debt structuring for our existing property investments, the purchase of our new family home and most appropriate structure for my business affairs.     Since we engaged Sam as our financial advisor, a lot has changed – I have successfully established my own consultancy business - Hudson Facilitation P/L, we have a lot more superannuation and we have a beautiful little girl who turns two in a few months.  I sleep well at night, secure in the knowledge that with Sam’s guidance, we now have a plan to ensure we will reach our financial goals, but also that my wife and daughter will be well provided for in the event I am unable to provide for them.  I have referred several colleagues to Sam already and will continue to recommend his services.