Sambe Investments Pty Ltd, operating under the trading names Finchley and Kent and Capitalwise Financial Services, has been a trusted player in the Australian financial services industry since its inception in June 1997. With its own Australian Financial Services Licence obtained in 2015 and Australian Credit Licence in 2018, the company prides itself on its independence from institutional ownership. This unique position allows Sambe Investments to offer bespoke financial solutions to its clients, fostering a culture of flexibility and enabling a wide range of decision-making opportunities.
Finchley and Kent, a subsidiary of Sambe Investments, distinguishes itself in the financial services landscape by leveraging technology-driven processes to empower advisers and enhance operational efficiency. The brand’s fresh approach is unencumbered by legacy issues, positioning it as a forward-thinking entity in the industry. On the other hand, Capitalwise Financial Services focuses on helping clients realize their life goals through personalized financial advice. The company’s core values of integrity and innovation underscore its commitment to always acting in the best interests of its clients.
As an Australian Financial Services Licence and Australian Credit Licence holder (No. 478766), Sambe Investments embodies a commitment to excellence and client-centric service. With a history rooted in integrity and a philosophy centered on innovation, the company continues to set industry standards by delivering quality financial solutions tailored to individual needs. Through its dedication to providing tailored advice and leveraging cutting-edge technology, Sambe Investments remains a trusted partner for clients seeking to achieve their financial aspirations.