Independent Financial Advice 100% tailored to you.

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.
Dream

Dream a little to set your financial goals

Plan

Plan to make smart financial decisions

Discover how we've helped our clients achieve financial wellbeing.

Why chose Strategy First?

We 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.

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.

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.

We have a very honest and direct relationship, which we genuinely appreciate. Strategy First has given us peace of mind. You can't put a price on that.

Strategy First's longevity and continued success is a testament to your leadership and the great team you have built around you. When I think of Strategy First, I think of a business with integrity where the customer is always first and where service is consistent and responsive.

 I have no qualms in recommending Strategy First. The team, under the leadership of David Price have earned my respect and admiration in managing my Self-Managed Superannuation Fund for many years. In an environment of highly volatile and unpredictable financial markets the fund has done well and I feel confident that the path proposed by Strategy First will continue to meet my needs for many years to come.

Financial Planning
Financial Planning
Financial Planning

So, what are you waiting for?

Contact us today for a free chat using the enquiry form below. Otherwise, you can ring our office on 02 9091 0080.