Strategy First Financial Planning

At Strategy First, we believe in empowering individuals and families to take control of their financial futures. Our team of experienced financial advisors is dedicated to providing personalized, independent financial advice that helps our clients achieve their goals and aspirations.

Our Story

Strategy First was founded on the principles of transparency, honesty, and a commitment to putting our clients' needs above all else. Since 2005, we have been providing fee-for-service financial advice that is free from conflicts of interest. Our independence allows us to provide unbiased guidance that is tailored to each client's unique circumstances.

Our Mission

Our mission is to encourage our clients to dream big and set ambitious financial goals. We then work closely with them to develop a structured plan that is designed to help them achieve their aspirations. Our goal is to provide peace of mind, knowing that their financial futures are secure and aligned with their values.

Our Values

At Strategy First, we are committed to upholding the highest standards of integrity, empathy, and accountability. We believe in building strong, genuine relationships with our clients, and we are passionate about helping them achieve their financial goals. Our values are the foundation of our business, and they guide everything we do.

Our Services

Our team of experienced financial advisors provides a comprehensive range of services, including financial planning, investment management, estate planning, and risk management. We understand that every client is unique, and we take the time to understand their individual circumstances, goals, and aspirations. Our goal is to provide personalized advice that is tailored to each client's specific needs.

How We Can Help

We can help individuals and families in various stages of their financial journey. Whether you're just starting out, approaching retirement, or already retired, we can provide guidance on a wide range of financial matters. Our services include:

• Financial planning and advice
• Investment management
• Estate planning
• Risk management
• Budgeting and cash flow management
• Retirement planning
• Aged care advice

Why Choose Strategy First?

At Strategy First, we are committed to providing independent, fee-for-service financial advice that is tailored to each client's unique needs. Our team of experienced advisors has a deep understanding of the financial markets and a passion for helping clients achieve their goals. We are proud to be an independent financial advisory firm, and we believe that our independence is a key factor in our ability to provide unbiased guidance.