Media Articles

Tangled Web of Asset Based Fees - The promise is a brave new world with no commissions in it.

Strategy First Support Service - Strategy First is in the process of rolling out a technical and compliance support service for its existing clients, as well as other practitioners.

Professional Profile of Patrick Anwandter - Patrick excelled when gaining his SMSF Specialist Adviser designation and talks about the importance of having a good technical support network.

Manly Warringah Cricket Club - Strategy First gets involved in the community and sponsors wonder kid, Geoff Isaacs.

Financial Review Asset Magazine, Aug 2009 - License to Advise - The right to give financial advice to self-managed super funds is under debate as accountants delve deeper into territory, planners call their own.

Professional Planner Aug 2009 - Quality advice, how to define it and what it looks like.

Strategy First’s submission to the Parliamentary Inquiry - We drafted our official submission to the Parliamentary Joint Committee on Corporations and Financial Services. As you know, we are hoping the Committees’ findings will lead to genuine structural changes to the Financial Services Industry and Financial Planning.

"The Sydney Morning Herald - Higher Fees Mean Lower Returns" - The results are in: the more you pay fund managers, the less you get in returns.

"Money Management" - Stripping commissions could cut 50 per cent off client product costs.

"The Australian" Commission Article - Strategy First speaks about commissions vs. fee for service and recent industry initiatives by the FPA and ISFA.

Quote from our Client - “Great stuff, the conflict of interest is so bleedingly obvious on commissions - really it's a wonder that the industry relies on it. Go Strategy First, keep up the fight!” Jerry Berowne.

The Importance of Being Idle - A recent article from Money Manager reinforcing our view about active funds management and their inability to beat index.

Letter from Senator Ian Macdonald - Regarding the ommission of bank involvement in the collapse of Storm Financial.

Professional Planner - It took Craig Pudig nearly a decade to find good financial advice.

Australian Newspaper - David Price, Director of Strategy First Financial Planning, talks about the importance of Independent Financial Advice.

Manly Daily Newspaper - The team at Strategy First Financial Planning (and Isaacs & Cole, Accountants) raised over $15,227 for the Leukaemia Foundation, by participating in their annual Shave for a Cure Fundraising Event.

IFA Industry Article - Strategy First Financial Planning leads the Financial Planning Industry by donating all commissions & rebates to the Leukaemia Foundation in 2007.

50 Top Financial Planner in Australia - Patrick Anwandter, Senior Financial Planner, makes the Top 50 Fianancial Planners list in Australia for the 8th year.

World's Greatest Shave - This year, Strategy First and Isaacs & Cole raised $15,727 for the Leukaemia Foundation by shaving their heads for the World's Greatest Shave event.

Special Children's Christmas Party 2007 - This year, Strategy First Financial Planning donated $4,500 and sponsored 20 special children to attend the 2007 Annual Special Children's Christmas Party with the Make-A-Wish Foundation held at the Sydney Showground at Homebush on 12 December 2007.

Port Macquarie Outrigger Canoe Day - Strategy First staff travelled to Port Macquarie to be part of the Corporate Canoe Challenge. We plan to open a Port Macquarie office at the end of 2008.

Click here to view Outrigger Team Photo