Independent Financial Advice
100% tailored to you.
At Strategy First, our mission is to encourage you to dream a little to set your financial goals, then help you develop a structured plan around smart financial decisions to achieve your aspirations.
Our independent financial advisers are here to assist you in each step of the way.
If you are new to Financial Planning, you can check out our blog posts to help educate you on different topics around Financial Planning.
Discover how our Independent Financial Planners have helped our clients achieve financial wellbeing.
Why clients chose Strategy First
We are an Independent Financial Advice Firm who have been in the Financial Services industry since 2005, during a time when service was primarily commission-based.
From day one, Strategy First operated on a fee for service basis, meaning our recommendations are truly suited to your needs.
Independent
As of the 31 March 2021, we are proud to announce that Strategy First is officially an independent financial advisory firm.
What does this mean? This allows us to state we have no conflicts of interest; while continuing to deliver our advice and process that is fully aligned with our clients’ values.
Check out our list of Independent Financial Advisers.
Financial Wellbeing
Our goal is to help you achieve peace of mind. We do this by focusing on the three broad areas that comprise your Financial Wellbeing:
Emotional Value – Helping you to feel confident and supported.
Financial Value – Covering every facet of your financial life, our broad service offering ensures a holistic approach.
Portfolio Value – Our proven philosophy is designed to optimise your investment experience.
Fee for Service
We provide advice on a pure ‘fee for service’ basis to ensure that you remain in control of the cost at all times. Our costs are agreed upfront before any work is undertaken. There is no charge for the initial consultation.
