Private CFO service tailored for you
Taking into account your individual needs
Have you accumulated significant wealth professionally or personally and are now focused on financial growth and preservation?
Are you entrepreneurial and interested in investing in businesses or philanthropy? Do you place importance on ensuring your finances will continue to provide security and improve the wellbeing of your family?
As an individual, you have your own objectives and priorities. Strategy First will develop plans to match your objectives, structural ownership and risk profile.
We recognise that individuals may already be working with other experts such as an Accountant or Lawyer. To ensure that efforts are aligned with your priorities, we also collaborate with and coordinate various specialists to ensure your financial strategies are integrated and comprehensive.
Respect for your time
We respect your time is valuable, so we have structured an annual service model to set you up for successful outcomes while minimising your time involvement.