Business Details
Your Trusted Financial Partner in Mitcham
We are a comprehensive financial services firm dedicated to delivering tailored solutions for accounting, financial planning, and lending needs. Our team of certified professionals combines technical expertise with a client-centric approach to ensure clarity, compliance, and long-term financial success. With a focus on transparency and simplicity, we empower individuals and businesses to achieve their goals through strategic advice, personalized service, and a commitment to exceeding expectations. Our integrated resources and dedication to lifelong client relationships position us as a trusted partner in wealth creation and management. 
Services
Accounting Services
Financial Advice
Loans
Self-Managed Super Funds
Tax Preparation
Retirement Planning
Investment Management
Mortgage Broking
Debt Management
Centrelink Services
Highlights and features
- Integrated services from certified accountants and financial planners
- Access to 20+ lenders for competitive loan options
- Specialized expertise in self-managed super funds (SMSF)
- Client-centric approach with 5-star client testimonials
- Experienced team with personalized financial strategies
What people say
Professional assistance
Very pleased
Great Help
Peace of Mind
Financially Savvy
Services
Accounting Services
We provide comprehensive accounting solutions for businesses and individuals, including tax preparation, compliance, and financial reporting. Our certified accountants ensure accurate, up-to-date records while optimizing tax outcomes. With a focus on small businesses and self-managed super funds, we simplify complex financial processes to save clients time and money.
Financial Advice
Our certified financial planners offer personalized strategies for retirement, investment, and wealth creation. Services include SMSF management, insurance planning, and debt reduction. We tailor advice to life stages, ensuring clients achieve long-term financial security through transparent, goal-oriented guidance.
Loans
We connect clients with competitive home, investment, and commercial loans through 20+ lenders. Our brokers simplify refinancing, first-home purchases, and debt consolidation. With no upfront fees, we negotiate optimal terms to align with individual financial goals and circumstances.
Self-Managed Super Funds
We specialize in SMSF setup, compliance, and auditing. Our team ensures regulatory adherence while optimizing retirement strategies. Services include trust deed creation, annual returns, and strategic advice to maximize superannuation growth within ATO guidelines.
Retirement Planning
We design retirement strategies tailored to individual needs, covering pension optimization, aged care planning, and estate management. Our planners ensure financial security in later years through tax-efficient structures and personalized risk management solutions.
People
Sam Rawson
Principal | CA Accountant
Sam provides expert accounting advice with a focus on small businesses and SMSFs. He prioritizes clear communication and efficient solutions to help clients achieve financial clarity and compliance.
Harro Wennrich
Mortgage Broker | CFP
Harro offers comprehensive financial planning and mortgage broking services. With certifications in financial planning, he specializes in retirement strategies, insurance, and investment loans to support long-term client goals.
Jeremy Morrison
Certified Financial Planner
Jeremy delivers tailored financial advice for retirement transitions and wealth management. His client-focused approach ensures personalized strategies that align with individual aspirations and risk profiles.
Jared Casement
Mortgage Broker | CFP
Jared combines mortgage broking with financial planning expertise. He assists clients with SMSF lending, investment property financing, and holistic wealth strategies backed by over a decade of industry experience.
Steve Johnson
Principal | CPA Accountant
Steve offers strategic accounting services for businesses and individuals. His focus on compliance and tax efficiency ensures clients maintain robust financial frameworks while pursuing growth opportunities.
Questions
What services does First Avenue Wealth offer?
We provide accounting, financial advice, and loan services including tax planning, SMSF management, retirement strategies, mortgage broking, and debt management.
Are your financial planners certified?
Yes, our team includes Certified Financial Planners (CFP) and specialists in accounting and mortgage broking to ensure expert guidance across all services.
Do you serve clients outside Melbourne?
Yes, while based in Mitcham, we offer services Australia-wide through in-person, online, and phone consultations.
How can I book a consultation?
Visit our website to schedule a free discovery meeting or contact us directly via phone or email for personalized financial advice.
What makes your SMSF services unique?
We combine accounting expertise with strategic financial planning to ensure SMSF compliance, growth, and alignment with retirement goals.
Can you help with first-home buyer loans?
Yes, our mortgage brokers assist first-home buyers with competitive loan options, application support, and tailored financing strategies.
