Introducing Sammut Bulow’s Strategic Plan for 2025-2029: A Vision for the Future

January 21, 2025

A VISION FOR THE FUTURE: 2025-2029

As we look ahead to the next chapter in Sammut Bulow’s journey, we are excited to share our new 2025-2029 Strategic Plan. This plan represents our commitment to growth, innovation, and deepening our impact on both our clients and the community. Building on the strong foundation laid over the past 26 years, we are ready to embrace the future with renewed purpose and vision.


Our Story: A Legacy of Growth and Dedication

Sammut Bulow was founded in 1998 by Martin Sammut, with a clear mission to provide expert financial guidance and outstanding service. When Brad Bulow joined in 2007, they formed the bedrock of a growing, dynamic firm. Over the years, the business has expanded its service offerings to include SB Books, SB Lending, SB Life, and SBB Wealth, all while strengthening its partnerships and strategic direction.


Today, Sammut Bulow employs over 60 staff across multiple business units, and with the addition of Partners Danny Riggs and Adam O’Sullivan, the leadership team is poised to continue this journey of success. Our history is a testament to our commitment to helping others achieve financial clarity and success, and as we look to the future, we are guided by the same core values that have driven us from the beginning.


Our Vision: Financial Success for All

At the core of our new strategic plan is a simple yet powerful vision: to make financial success accessible and sustainable for everyone we work with. Through collaboration, technical expertise, and a commitment to continuous improvement, we aim to help our clients thrive, our people excel, and our business expand.


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Four Strategic Pillars for the Next Five Years

Our 2025-2029 Strategic Plan is built around four key pillars that will guide our growth and success over the next five years; Our People, Our Clients, Our Business and Our Future.


Our People: Investing in Our Team’s Future

The foundation of our success lies in our people. We are committed to building a culture of pride, positivity, and professional growth. By recruiting and retaining individuals who share our values and investing in their development, we aim to empower our staff to become experts in their field. Our goal is to foster a supportive environment that balances work and life, helping our team members grow both professionally and personally. This commitment ensures that our people are not only capable but also passionate about delivering exceptional service to our clients.


Our Clients: Building Wealth with Purposeful Relationships

Our clients are at the heart of everything we do. We strive to provide them with innovative and sustainable financial solutions that create long-term wealth. Our approach focuses on understanding each client’s unique needs and goals and providing industry-leading advice to help them achieve financial success. By cultivating strong, trusting relationships, we empower our clients to take control of their financial journey. As we move forward, we will continue to educate and engage with our clients, ensuring that they remain well-informed and supported every step of the way.


Our Business: Excellence Through Innovation and Investment

As Sammut Bulow continues to grow, we remain committed to operational excellence. This means continually developing our skills, systems, and technology to enhance efficiency and deliver exceptional results. By partnering with industry experts and staying ahead of emerging trends, we will continue to provide the highest level of service to our clients. Our business is driven by a commitment to innovation and a focus on knowledge sharing, which enables us to remain at the forefront of the accounting and advisory sector. We also remain deeply committed to supporting community initiatives that align with our values.


Our Future: Growth and Sustainability

As we look ahead, Sammut Bulow is committed to sustainable growth that prioritises the needs of our current and future clients and the strength of our relationships. Our strategy blends thoughtful decision-making with adaptability, ensuring we remain ready to seize opportunities that enhance our ability to serve. By focusing on long-term partnerships, we are building a strong foundation to identify and meet emerging needs effectively. 


A key part of our vision is the development of a Family Office model, offering a comprehensive and personalised approach to wealth management. This initiative reflects our dedication to providing tailored solutions that evolve with our clients' goals and priorities, creating a lasting impact on their financial well-being.


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Real Advice with Real Outcomes for Real People

Sammut Bulow’s 2025-2029 Strategic Plan is designed to empower our people, clients, and business to achieve lasting success. With a focus on collaboration, innovation, growth, and integrity, we are committed to providing real advice with real outcomes for real people. As we continue to evolve, we look forward to deepening our relationships with our clients, supporting our team’s professional journey, and growing as a business that is built on a foundation of trust and excellence.


Together, we are shaping a more prosperous and sustainable financial future for everyone.


We look forward to sharing more updates as we embark on this exciting journey ahead.


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