To support your financial and wealth management decisions,
we partner with you to analyse financial, market and company data
and deliver the insights and forecasts you need.


Economic, industry and company data collection and preparation to facilitate ongoing reporting and monitoring.


Consulting services to support asset allocation, portfolio modelling and wealth management decisions.


Financial analysis, modelling, forecasting and identification and
assessment of business opportunities.

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We partner with you to understand your financial and wealth management challenges and the data inputs needed to support and optimise your decisions. By analysing quantitative and qualitative data, we help you solve problems today with respect to the future, ensuring you receive practical, well-considered recommendations.

Investment management

  • Market analysis and forecasting
  • Investment ‘what-if’ analysis
  • Manager and fund selection
  • Asset allocation advice

Actuarial consulting

  • Data analysis and insights
  • Financial modelling
  • Risk analysis
  • Strategic planning
Sam Kouroupidis

Sam Kouroupidis

BSc (Hons), GAICD, Fellow of Actuaries Institute


Founder and consulting actuary, Sam Kouroupidis, brings actuarial, analytical and investment expertise to support high-net-worth clients.

Having spent over three decades at global consulting firm, Mercer, as a partner and actuary, Sam established Data Wealth Analytics in 2020 to provide highly personalised services across a range of disciplines including data analytics, financial modelling and investment management and administration.

During his time at Mercer, Sam partnered with a range of businesses providing actuarial and investment advice. There, he covered strategy, product development, mergers and acquisitions, investments and insurance, with particular focus on data analysis, risk management and financial and portfolio modelling.

Sam’s market knowledge, specifically Australia’s superannuation and investment landscapes, coupled with extensive client engagement, make him a subject-matter expert and trusted, pragmatic financial and wealth management partner.


Past engagements

Transitions and mergers

Managed transitions and mergers of several large superannuation funds, including Coles Staff Superannuation Fund, Wesfarmers Superannuation Plan, Rio Tinto Staff Super Fund and Fairfax Media Super Plan, across several areas including legal, compliance, actuarial, investment management and administration, insurance and stakeholder engagement.

Product development

Co-led the establishment of Australia’s first corporate superannuation master trust, Mercer Super Trust.

Actuarial advice

Advised multiple clients on issues including strategy, implications of regulatory change, risk assessment, remediation, pricing, funding and financial provisioning.

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Delivering expert insights and forecasts to optimise your financial decisions.

“During my career in corporate superannuation across large ASX companies, Sam displayed invaluable knowledge and capability, earning him the highest level of respect at all levels of these organisations. Sam supported large ASX entities with actuarial advice (within and outside of superannuation) over more than 20 years, as well as technical advice across risk and equity issues, performance analytics and product development. His ability to link his deep financial knowledge, regulatory and compliance focus and project management capability against commercial realities and challenges ensured best possible outcomes across multiple stakeholders on all occasions.”

J Lester


Sam Kouroupidis
Managing Director

+61 411 143 868

Level 6, 360 Collins Street
Melbourne Vic 3000 Australia