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Sam Caton

Customer Service Manager

Sam is the Customer Support Manager working within the Financial Planning team, and ensures the smooth running of the team’s day-to-day activities.

Sam takes pride in completing tasks in a timely manner and to the highest standard, and seeks to provide the highest level of service to our valued clients.

After beginning her career studying child care education and working within the child care industry, Sam moved into the financial planning industry in early 2012, where she worked as an ‘all-rounder’ in a boutique financial planning firm. Since then, she has enjoyed refining and improving her skills, and building her knowledge of the industry. She has recently begun studying for the Diploma of Financial Planning to further build her knowledge and skill set.

Sam and her partner have just begun building their property portfolio, having recently purchased their first house. She is excited about the opportunity to establish this as their home, and looks forward to expanding their portfolio with future investment property purchases down the track.

Family and friends are very important to Sam, including her three cats Tanner, Tizzy, and Milo, and she enjoys spending her spare time with them when possible. Sam also likes to relax by reading, shopping, and watching a good movie.

Victor, Sam, and the rest of the team has been a great help to me. They were very patient with me, and thoroughly explained things to me. They have also been very accommodating with my schedule. I really appreciate how they were very flexible and adapted to what I needed.

- Reygielyn Villar, SA March 2024

A big thank you to Jane and Sam (and your team behind the scenes). You guys coached us through our financial planning journey; my wife and I could not be more thankful. Your advice was professional, thorough and personable.We appreciate the time given to us, even though at times, we were the ones holding things up and being slow at getting things signed etc. Your patience was noted and your guidance very much appreciated.All in all, awesome experience! I could not recommend your services more! 10 out of 10. Big thumbs up. Eric & Shannon

- Eric Hopwood, QLD November 2023

We really enjoyed the services provided by Victor, Sarah and Sam. We believe that it is an integral part of having a great financial adviser, particularly the advice on superannuation and insurance. Insurance is really not a sexy topic that gets enough attention and can really be an intimidating process to go through, however, we are thankful that we have the team assisting us with this process, and gave the peace of mind to sleep well at night. Thanks for your service and help.

- Ruzelle Grasparil, SA October 2023

Damien, Thomas, Sandra, Sam and the whole EW team that have help me & Glennys to build our portfolio had been just awesome!! Very professional, thorough, customer engage, communicative and always making sure us feeling comfortable. Very friendly as well!! Keep the outstanding work guys!! You rock!!! On 10’s from us!!! :)

- Luis Cotua, WA March 2022

Liz and Sam have been great. Liz was very flexible with her time, despite the time difference being in WA, she was very accommodating and was able to answer calls after hours.

- Sath, WA August 2020

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