The Adviser
"I like quotes" .
– Samuel Byrne
Meet The Adviser
Evidencing exceptional financial acumen, Sam is a highly qualified Financial Adviser and Lending Broker who listens, calculates, analyses, prepares, presents, and implements your plan – personally and professionally. He is deeply committed to your financial success and works collaboratively to understand your circumstances, challenges and goals.
Where my journey began
Sam earned his undergraduate finance degree from Macquarie University, before undertaking further study to receive his Diploma and Advanced Diploma in Financial Advising and his Diploma in Mortgage Broking. With a sharp intellect and gift for mathematics, Sam is a life-long learner and is forever studying new financial ideologies, methodologies, and strategies to innovate his practice.
My Experience
A veteran of the sector, Sam has worked in the finance industry for over a decade across four different advising practices, seeing a wide range of clients, circumstances, and results. Drawing on his diverse experience, Sam has an excellent understanding of what works and what doesn’t and is motivated to deliver bespoke client solutions that are effective and affordable.
My values
As Director and Principal of Metis Private Wealth, Sam adheres to the highest ethical standards and is honest and transparent in guiding clients to financial success. He has the courage of his convictions and approaches all things in life with kindness, compassion, honesty, and integrity. A proud husband and father of three young children, Sam strives to be a positive role model for his family and these sensibilities inform his practice.
My Interests
Away from the office, Sam has an eclectic range of interests from astrophysics to home handyman projects and everything in between. Sam enjoys living on the Central Coast with its beautiful beaches, waterways, and bushland, which he often enjoys on the weekends with his family.
Our Services
How we can help
Metis Private Wealth are motivated by a desire to make high quality financial advice accessible and affordable for everyone. See all the ways that we can help you today!
Budgeting
We believe that budgeting is an essential part of any successful financial plan. Control the present, plan the future and benefit from the peace of mind knowing you can meet your expenses.
Lending
Whether you are a just starting out with your first home, or you are a seasoned investor, Metis is committed to providing you with the right home loan to meet your needs.
Insurance
While we can’t predict the future, there are measures we can all take to shield ourselves from the financial consequences of life’s uncertainties
Investments
Investing can be both passive and active, and whether it’s the cash in your savings account, investment properties, or your superannuation, it’s likely you are already an investor.
Superannuation
Superannuation is the most valuable asset for most Australians outside of their home. Let us design a resilient superannuation portfolio tailored to achieving your retirement goals
Aged Care
Our team are committed to guiding you & your family through the various financial considerations & planning required for the changing needs of an ageing loved one.
Estate Planning
Carefully considering your estate planning and legacy is a crucial element of any comprehensive financial plan. Helping to alleviate the burden on your loved ones in the future
Calculators
Use our various mortgage calculators to estimate how much you can borrow so you get a better insight into how lenders will view your loan application.
The Adviser
Sam is a highly qualified Financial Adviser and Lending Broker who listens, calculates, analyses, prepares, presents, and implements your plan – personally and professionally.
Testimonials
What our clients say?
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Sam helped us find a super fund and strategy that aligned with our long-term goals. Sam also helped us review our mortgage and explore the right income protection coverage. It’s such a relief knowing that my finances are in good hands and that we have a concrete strategy for our future.
“If you’re looking for a financial advisor who’s knowledgeable, friendly, and genuinely cares about your financial future, I highly recommend Sam and Metis Private Wealth.”
Alex
Stephen
Heath
Lachlan
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He is one of the friendliest people I’ve ever met and makes himself available at any time of any day to assist. His expertise, approachability, candour and dedication to his clients is second to none. I couldn’t recommend him enough!”
Shannon
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