Sam Stillone Email & Phone Number

Sam Stillone is a Founder Partner of Esencia Wealth. Sam heads up the Investment Committee and is a Senior Financial Consultant at Esencia Wealth, where he specialises in providing taxation and wealth management solutions to successful people, including executives, senior managers and business owners.As a trusted professional, Sam meets regularly with his clients. He listens and gains a detailed understanding of his clients’ deepest values and desires. He then develops and clearly explains the customised recommendations designed to address each clients’ unique needs and goals … beyond simply investments. His consultative style empowers his clients, allowing them to make informed decisions in achieving their lifestyle objectives and addressing their biggest concerns: - Wealth creation- Risk management and wealth preservation- Mitigating unnecessary taxes and fees- Taking care of their heirs- Ensuring their assets are not unjustly takenSuccessful individuals and families work with Sam to: - Develop and implement strategies to help them reach their individual financial and lifestyle dreams- Make smarter decisions in today’s uncertain political, economic and social environment- Obtain an independent second opinion from a top financial advisor in their communityProfessionally, Sam has been providing taxation and financial advice for more than 30 years. He has a Bachelor of Commerce Degree with majors in both Accounting and Economics, is a professionally qualified Chartered Accountant, Certified Financial Planner (FPA) and an accredited Financial Planning Specialist (ICA). In addition, he is a Registered Tax Agent and a Justice of the Peace.Personally, Sam is married to his lovely wife, Louise. They have two children and live in the eastern suburbs of Sydney.