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StrategyFirst Financial Planning
StrategyFirst
Profile Services Meet the Team StrategyFirst

Welcome

Strategy First Financial Planning Pty Ltd is an independently owned Financial Planning business
that maintains its own Australian Financial Services Licence (AFSL No. 290771) with ASIC.

We are a Fee Only based firm where advisers are paid by salary. We do not accept commissions, brokerages or volume rebates from product issuers. We have intentionally structured the business this way to ensure impartial advice and to protect clients from any conflict of interest.

Our mandate is to build, manage and protect wealth in partnership with our clients and assist
them to achieve financial independence and a lifestyle of choice.

A Good Cause

Please find below a weblink to the Avner Nahmani Pancreatic Research Fund. Avner is long-term client and close friend of Strategy First Financial Planning who has recently set up this research fund to build awareness and raise money for research into Pancreatic Cancer. Out of support for Avner, Strategy First Financial Planning has agreed to link his website and has pledged financial support. Any support you think appropriate would be greatly appreciated by both Avner and Strategy First Financial Planning.
Yours sincerely
The team at Strategy First Financial Planning

Click here for Avner's Web page

What our Clients say...

“Your friendly and helpful service is great. Thanks for maintaining your staff on salaries and
offering a fee-based service to clients – a rare strategy that my husband and I greatly value.”
Dr Susan Matthew

“The team from Strategy First were able to bring financial order to our financial chaos. They sat
down with us, helped us work out what was important to us and provided a plan to help us get there. No task was too difficult or to mundane for them. It has been a delight dealing with Strategy First.”
Frank & Moira Arrigo


"We have found David Price at Strategy First to be professional, efficient and an exceptional communicator. We have a very honest and direct relationship with him, which we genuinely appreciate. We have felt confident in our dealings with him and the advice we have been given.
Above everything else though, Strategy First has given us peace of mind that our financial situation
is being managed in the best way achievable for our situation. You can't put a price on that."

"I have found Dave to be a very responsive planner, able to both rapidly give me options when I needed to make some last minute investments before June 30 and then also take a more considered approach for insurance and superannuation planning, but still producing options very quickly. We find the firm to be a very professional run business with very helpful and friendly staff."


"I have known David Price for many years. He has a practical and professional approach to investment and adapts well to the client's situation. Highly recommended."


"I have a great deal of faith in your understanding of the markets and the influence they may have on my immediate and future investments."


"Just thought I would drop you a note to say thanks to you guys for sending these articles through.
I find them very useful and positive in these quite unbelievable times! Thanks"
Dominic Moore, Principal, Derwent Executive.


Benefits

We provide you with a long term strategic relationship that will provide a sense of
clarity, confidence and control for all your financial decisions and needs.

We manage change through a structured review process, as it is important to regularly
evaluate if your strategy is appropriate as a result of changing circumstances.
These circumstances generally involve changes to:

  • Personal Objectives.
  • Investment Markets.
  • Rules, Regulations and Legislation.

We offer a FREE initial, no obligation consultation

Contact us today for a free no obligation initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but it will help you decide whether the services we offer are right for your needs.

To find out how our services can help you, click here.


Subscribe to our Newsletter

If you would like to subscribe to our free E-newsletter, please email us at contact@strategyfirst.com.au

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