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

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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?

 

Personally-tailored strategies

As an individual, you have your own objectives and priorities. Strategy First will develop plans to match your objectives, structural ownership and risk profile.

 

Integrated service

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.

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