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Fee for Service financial planning. We only charge fees for the services we deliver. We recommend investments and strategies based purely on your needs. This is a relationship focused on achieving your financial goals. No Commissions No Conflicts of Interest Just Independent Advice |
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.
Self Managed Superannuation Fund Specialist Advisor
Patrick Anwandter has just been awarded the highest academic mark in the Professional Certificate in Self Managed Superannuation by the University of Adelaide and the SMSF Professionals Association of Australia (SPAA – www.spaa.asn.au). SPAA is the top body for professionals advising in the SMSF industry.
Patrick’s award and being a SMSF Specialist Adviser epitomises Strategy First’s dedication to ongoing education and training of advisers. Furthermore, the achievement illustrates the very high level of expertise Strategy First has available to advise clients and their accountants about issues relating to SMSFs.
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.
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contact@strategyfirst.com.au
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