Loading...

Bringing over 40 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

The MacLeod/Sampson Team

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.

Listen Now

The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.

Learn how we can help you
 
  • One of the things that has made my retirement a pleasure is financial security. The gentleman I owe thanks to for that is Claude Sampson. He has always been available to answer questions, offer advice and ensure my portfolio was progressing well. In today's world, it's wonderful to have someone you trust, who is dedicated and truly cares about the people he has as clients.

    - Barbara Lembo
 
  • Our family has been more than satisfied with our dealings with the IPC office in Sydney. Claude has always been very insightful and helpful, while with David, after twenty three years- he is not just an advisor, he is also a good friend. We have no problems relying on him for his expertise, objectivity and individual attention to us which enables us to pursue our financial goals with confidence.

    - Randy & Donna Morean