Multiply Wealth Management

Multiply Wealth Management

Multiply Wealth Management began in 2013 when Samuel Romeo, a CFP® practitioner with a Bachelor of Economics, left the banking sector to establish an independently-owned advisory firm. He structured it to allow deeper engagement with each household — the firm's operating model is built around long-term relationships rather than transactional advice, with Romeo acting as the central coordinator for clients' lawyers, accountants, and brokers. The firm advises across the full Australian personal-finance spectrum: strategic financial planning, self-managed superannuation (SMSF) establishment and compliance, direct and geared wealth-creation portfolios, retirement-income sequencing, and aged-care financial transitions. Its insurance practice wraps income protection, life, and business-continuity cover into the broader plan. The geographic focus is domestic, anchored in the Melbourne metropolitan area, serving Australian-resident individuals and families. As a boutique practice, Multiply Wealth Management does not publicly report assets under management or a total deployment figure. Its scale is measured by the breadth of its service stack rather than a balance-sheet number. The firm operates from a single office on Glenferrie Road, Malvern, with no disclosed adjacent vehicles such as philanthropic foundations or club memberships. In the last 24 months, no operational restructuring or fund-launch event has been publicly disclosed. The practice's architecture is distinct in its structure as a sole-principal, advice-led firm that replaces fragmented product-centric relationships with a single coordinated plan. There is no disclosed succession structure or next-generation ownership layer, placing Romeo's CFP® accreditation and individual reputation as the firm's primary continuity mechanism.