Copyright © 2018 Strategy First Financial Planning Pty Ltd.  All rights reserved. 

Contact us:   02 9091 0080

Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale   PO Box 7418, Warringah Mall NSW 2100 Australia

Financial Services Guide   Privacy Policy AFS Licence No. 290771   ABN 69 114 540 528  |  Disclaimer

Building 
Wealth

Planning for the future

Building wealth is similar to building fitness or training for a marathon. Success begins with a clear vision of what you’re working towards… having a clear end-goal or “finish line” in mind.


Reaching fitness goals takes conscious effort, planning, training and meeting interim objectives along the way. Similarly building wealth begins with discovering and articulating achievable objectives, developing a strategy first… then an action plan and easy way to measure and monitor success along the way.

 

  1. Discover achievable objectives

  2. Understand your investment profile

  3. Design an investment strategy

  4. Monitor and review

  5. Achieve your wealth aspirations

 

1. Discover achievable objectives

Discovering what you want – and are able – to achieve requires a little bit of dreaming about your ideal future, as well as a balanced assessment of how your accumulated capital and potential earnings can be leveraged for growth. What you already have and what you’re able to earn both from investments and from working need to be aggregated to create a big picture of your wealth potential.

 

2. Understand your investment profile

We all have a different approach to risk and reward, and our appetite for leveraging varies at different stages of our lives. The advisors at Strategy First use a tested methodology to efficiently assess your investment profile and determine a comfortable and responsible investment approach that is suited to your personal needs, goals and motivations.

 

3. Design an investment strategy

Academic research shows that over time, asset allocation has a greater impact on an investor’s experience than other factors. We therefore advise a structural approach to developing an investment strategy.  Rather than picking highs and lows in the market … using crystal balls to anticipate returns… we focus on getting the structure of your portfolio balanced over appropriate asset classes to meet your objectives. This gives greater confidence in achieving strong returns over time.

 

4. Monitor and review

Just like runners measure performance to track improvements and increase potential to reach targets, so wealth accumulators monitor and measure progress towards financial goals. Strategy First advisors use a bespoke financial dashboard that automatically imports and measures financial results against objectives.  This structured process sets a platform for making smart decisions to refine strategy to leverage opportunities that arise.
 

5. Achieve your wealth aspirations

Just like a marathon runner enjoys the thrill of reaching a destination, so smart investors feel a surge of satisfaction at achieving financial goals. Success in building wealth is much more likely to be achieved with the help of a support team to coach, advise and implement.

 

If you’d like to take the next step in actively managing your financial priorities, the advisors at Strategy First can apply their knowledge, methodology and experience to help you towards your building wealth.

 

For a dynamic approach to financial planning, contact our experienced advisers.

Find out more

Common mistakes investors make