INDEPENDENT FINANCIAL ADVICE (dark blue logo)-1

 

BUILD
your best life

What you get:

Comprehensive Financial Plan tailored to your needs and designed to give you the best chance of achieving your objectives.

Specialised ongoing guidance on all facets of your financial life, driven by semi-annual progress meetings and a range of informal touch-points.

Your Ongoing Advice Partnership covers:

Establishment Financial Plan

Establishment Financial Plan designed to ensure you’ve got the basics covered and are positioned to make the most of your future.

Pay-as-you-go Services & Education

Access to a range of ‘pay-as-you go’ style services, as well as coaching and education sessions. See bottom of page for full list of services. 
A downloadable version of this page is available

Upfront Fee

$2,200 - $4,400 (Plus GST)

Things to consider

  • Unlike many other Financial Planning firms, we are 100% independent, meaning we do not receive any commissions for products we've recommended. Because of this, you can always be sure that we have your best interest in mind.

  • We have over 100 years of experience managing portfolios and helping people just like you, achieve their financial goals.

  • While financial planning may seem like a significant upfront investment, the long-term clarity, security, and wealth-building it provides can far outweigh the initial cost—turning today’s expense into tomorrow’s peace of mind.

Register for the waitlist

Pay-as-you go style services

Service

Cost

Notes

Establishment Plan (Required)

$2,200 - $4,400

A financial plan designed to set your foundations in place and ensure you are set for future success. The cost of this service will vary based on the agreed scope of work. This service is mandatory and must take place before any other optional services listed below.

Estate Planning (One Individual)

$550*

Includes an Estate Planning “health check” session, production of a simple Will and Power of Attorney. The cost of the documents is $260 per person and is included in the cost for the service.^

Estate Planning (Two Individuals)

$850 *

Includes an Estate Planning “health check” session, production of a simple Will and Power of Attorney. The cost of the documents is $260 per person and is included in the cost for the service.^

Mortgage Brokering

$550*

Includes an introduction to a mortgage broker, a meeting with that broker to discuss your position and strategy, and liaising with the broker to provide details of your financial position.

Personal Insurance

$550*

Includes an introduction to a specialist insurance adviser, a meeting with that adviser to discuss your position and strategy, and liaising with the adviser to provide details of your financial position.

1 Hour General Advice Meeting

Senior Adviser: $550* or
Junior Adviser: $385*

To receive guidance, information and general advice on subjects that are relevant to your position.

Financial Wellbeing and goal-tracking software

$15 per month

Self-directed access only.

Guided sessions are available to assist you with your Financial Wellbeing journey.   Typically 2x 1 hour sessions are required, which are charged at the hourly rate of your adviser.

Assess to educational content and platform

$15 per month

Access to educational material and regular content created by Strategy First’s Advice Team and Investment Committee.

^If your situation or objectives dictate a complex will is appropriate, extra costs may be incurred.