--- title: Strategy First Financial Planning | Independent Financial Advice description: Independent financial advisers based in Brookvale on Sydney’s Northern Beaches. Fee-for-service financial planning since 2021. image: https://www.strategyfirst.com.au/hubfs/Advisers%20All%20-%20Copy.jpg --- - 02 9091 0080 - contact@strategyfirst.com.au - - [![lzsk3cui](https://www.strategyfirst.com.au/hs-fs/hubfs/lzsk3cui.png?width=400&height=104&name=lzsk3cui.png "lzsk3cui")](https://www.strategyfirst.com.au/?hsLang=en) - About us - [Who we are](https://www.strategyfirst.com.au/our-values-0) - [Meet the team](https://www.strategyfirst.com.au/en-au/meet-the-team) - [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us) - [Client testimonials](https://www.strategyfirst.com.au/testimonials) - [Investment commitee](https://www.strategyfirst.com.au/investment-commitee) - Information - [Who we can help](https://www.strategyfirst.com.au/who-we-can-help) - [Our services](https://www.strategyfirst.com.au/how-we-can-help) - [Packages & pricing](https://www.strategyfirst.com.au/service-offerings) - [Financial planning process](https://www.strategyfirst.com.au/process) - [Our community](https://www.strategyfirst.com.au/our-community) - [Learn more](https://www.strategyfirst.com.au/information) - [FAQs](https://www.strategyfirst.com.au/faqs) - [Aged Care](https://www.strategyfirst.com.au/aged-care-strategy-first) - [Blog](https://www.strategyfirst.com.au/blog) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) [![Strategy First](https://www.strategyfirst.com.au/hs-fs/hubfs/INDEPENDENT%20FINANCIAL%20ADVICE-3.png?width=150&height=56&name=INDEPENDENT%20FINANCIAL%20ADVICE-3.png "Strategy First")](https://www.strategyfirst.com.au/?hsLang=en) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) - About us - [Who we are](https://www.strategyfirst.com.au/our-values-0) - [Meet the team](https://www.strategyfirst.com.au/en-au/meet-the-team) - [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us) - [Client testimonials](https://www.strategyfirst.com.au/testimonials) - [Investment commitee](https://www.strategyfirst.com.au/investment-commitee) - Information - [Who we can help](https://www.strategyfirst.com.au/who-we-can-help) - [Our services](https://www.strategyfirst.com.au/how-we-can-help) - [Packages & pricing](https://www.strategyfirst.com.au/service-offerings) - [Financial planning process](https://www.strategyfirst.com.au/process) - [Our community](https://www.strategyfirst.com.au/our-community) - [Learn more](https://www.strategyfirst.com.au/information) - [FAQs](https://www.strategyfirst.com.au/faqs) - [Aged Care](https://www.strategyfirst.com.au/aged-care-strategy-first) - [Blog](https://www.strategyfirst.com.au/blog) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) ### Live more, worry less. # Independent Financial Advice 100% tailored to you [Book your free consultation with a Financial Adviser](https://www.strategyfirst.com.au/contact?hsLang=en) #### Empowering you in every stage of life ## **Sydney’s leading Independent Financial Planners** We’re not just financial advisers. We’re your strategic partners. As a fee-for-service firm, we offer truly independent advice tailored to your life goals. No commissions. No product push. Just clarity and confidence. 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. [What is Independent Advice?](https://www.strategyfirst.com.au/blog/choosing-a-financial-adviser?hsLang=en) ![All Staff - Zoomed in](https://www.strategyfirst.com.au/hs-fs/hubfs/All%20Staff%20-%20Zoomed%20in.jpg?width=1618&height=1079&name=All%20Staff%20-%20Zoomed%20in.jpg "All Staff - Zoomed in") ### We help Australians build financial confidence and peace of mind through independent fee-for-service planning ### Independent advice means ### No commissions No product bias No conflicts of interest ## Independent Financial Advice in Sydney.  Office located in Brookvale, Northern Beaches [Meet the Team](https://www.strategyfirst.com.au/en-au/meet-the-team?hsLang=en) **What does an Independent Financial Adviser do?** We provide advice that is objective, transparent, and focused solely on our client’s best interests. Our independent advisers are not aligned with banks, insurers, or investment providers and do not receive commissions or incentives for recommending financial products. This removes conflicts of interest and ensures advice is based on what is most appropriate for our clients. We helps clients develop personalised financial strategies across areas such as cash flow, investments, superannuation, retirement planning, and risk management. Our role is to guide, explain options clearly, and support informed decision-making over time. ![Advisers 2](https://www.strategyfirst.com.au/hs-fs/hubfs/Advisers%202.jpg?width=2000&height=1333&name=Advisers%202.jpg "Advisers 2") ### Why clients chose Strategy First We are an Independent Financial Advice Firm who have been in the Financial Services industry since [2005](https://www.strategyfirst.com.au/our-story?hsLang=en), 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. [Why you should partner with us](https://www.strategyfirst.com.au/partering-with-us?hsLang=en) [Client Testimonials](https://www.strategyfirst.com.au/testimonials?hsLang=en) #### Our Approach: Build, Live, Protect As you move through each stage of life, we will be there to guide you financially.  ##### Build We help grow your wealth with smart strategies for investing, saving, and planning for your future. **[BUILD SERVICE](https://www.strategyfirst.com.au/build-your-best-life?hsLang=en)** ##### Live Enjoy life with financial confidence, whether you’re retiring, downsizing, or taking a career break. [LIVE SERVICE](https://www.strategyfirst.com.au/live-your-best-life?hsLang=en) ##### Protect Safeguard what matters most with risk management, estate planning, and retirement advice. [PROTECT SERVICE](https://www.strategyfirst.com.au/protect-your-best-life?hsLang=en)   Build: Your professional and financial life is starting to get serious. You know you should start thinking about the future but you don’t know where to start. You are looking to build a solid foundation from which to grow. Live: You are hard-working, goal-oriented and have big dreams for yourself and your family. You want to partner with a trusted professional who will help you in building wealth and guide you on your journey towards financial independence. Protect: You have built a significant amount of wealth and now want to ensure it is put to the best use for yourself and, potentially, multiple generations of your family. You want the peace of mind that comes with knowing your financial world is being stewarded by a team of professionals. [How we can help you](https://www.strategyfirst.com.au/how-we-can-help?hsLang=en) Ready to Build, Live, Protect your best life?  Fill out the enquiry form below to book a meeting with an Adviser.  ## Independent Financial Planners located on the Northern Beaches, Sydney Australia **Providing Independent Financial Advice to the Northern Beaches and the greater Sydney for over 20 years.**   **Office Address:** Suite 55 / 117 Old Pittwater Road, BROOKVALE NSW 2100 **Postal Address:** PO Box 7418, WARRINGAH MALL NSW 2100 **Phone:** (02) 9091 0080 Brookvale | Careel Bay | Church Point | Clareville | Clontarf | Collaroy | Collaroy Plateau | Cottage Point | Cromer | Curl Curl | Davidson | Dee Why | Duffys Forest | Elanora Heights | Fairlight | Forestville | Frenchs Forest | Freshwater | Ingleside | Killarney Heights | Ku-ring-gai Chase | Manly | Manly Vale | Mona Vale | Narrabeen | Narrabeen North | Narraweena | Newport | North Balgowlah | North Curl Curl | North Manly | Oxford Falls | Palm Beach | Queenscliff | Seaforth | Terrey Hills | Warriewood | Whale Beach | Wheeler Heights | Sydney   [![Copy of Copy of INDEPENDENT FINANCIAL ADVICE](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20INDEPENDENT%20FINANCIAL%20ADVICE.png?width=302&height=93&name=Copy%20of%20Copy%20of%20INDEPENDENT%20FINANCIAL%20ADVICE.png "Copy of Copy of INDEPENDENT FINANCIAL ADVICE")](https://www.strategyfirst.com.au/?hsLang=en) *Strategy First is an independent, fee-for-service financial planning firm specialising in long-term wealth and retirement strategy for Australians.* *Copyright © 2021 Strategy First Financial Planning Pty Ltd.  All rights reserved. * Contact us:  02 9091 0080​ Office Address: Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale  |  PO Box 7418, Warringah Mall NSW 2100 Australia [​Financial Services Guide (Version 37 – 30 April 2026)](https://www.strategyfirst.com.au/financial-services-guide?hsLang=en)|  [Privacy Policy](https://www.strategyfirst.com.au/hubfs/20260911%20Client%20Privacy%20Policy.pdf?hsLang=en) |  [Public Complaint Policy](https://www.strategyfirst.com.au/hubfs/20211001%20Complaints%20Policy.pdf?hsLang=en) | AFS Licence No. 290771  |  ABN 69 114 540 528  |  **[Disclaimer](https://www.strategyfirst.com.au/hubfs/20230921%20Website%20Disclaimer.pdf?hsLang=en)** [Homepage - Strategy First Financial Planning](https://www.strategyfirst.com.au) [Who we are](https://www.strategyfirst.com.au/our-values-0?hsLang=en) [Meet the Team - Our Independent Financial Advisers](https://www.strategyfirst.com.au/en-au/meet-the-team?hsLang=en)  [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us?hsLang=en) [Testimonials - What our clients have to say](https://www.strategyfirst.com.au/testimonials?hsLang=en)  [Investment Commitee](https://www.strategyfirst.com.au/investment-commitee?hsLang=en) **[Our Clients - Who We Can Help](https://www.strategyfirst.com.au/who-we-can-help?hsLang=en) ** [Our Services - How We Can Help](https://www.strategyfirst.com.au/how-we-can-help?hsLang=en)  [Packages and Pricing](https://www.strategyfirst.com.au/service-offerings?hsLang=en) [Processes - What to Expect](https://www.strategyfirst.com.au/process?hsLang=en)**  [Information and Documents](https://www.strategyfirst.com.au/learn-more?hsLang=en)  [Our Community](https://www.strategyfirst.com.au/our-community?hsLang=en)  [Blog](https://www.strategyfirst.com.au/blog?hsLang=en)** [Independent Financial Advice Sydney - Contact Us](https://www.strategyfirst.com.au/contact?hsLang=en) All Rights Reserved. © 2023-2024 [| FThemes](https://fthemes.net/)