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

FAQs

Want to know more...

Find the answers to these frequently asked questions and more right here. If you have a question we haven’t answered, simply contact us.

What is a Financial Plan?

A financial plan is a series of steps or goals used by an individual, the progressive and cumulative attainment of which are designed to accomplish a final financial goal or set of circumstances,  e.g. elimination of debt, retirement preparedness, etc.

Will my insurance provide for my family if I am unable to work or die unexpectedly?

Do you have insurance to replace your income if you are sick or unable to work?
Is it enough?
Do you understand the terms of the policy and when you are eligible?
Do you have insurance to provide for your family’s needs in the event of Death or Permanent Disablement?

What questions do I need to be asking when thinking about my super?

What age you wish to be receiving passive income?
How much?
Are you making the correct contributions to Super?
Are you using the Correct Super Fund?
Do you have the right Investment Managers in place?
How much risk do you need to take to achieve your goals?
Does your asset allocation reflect this risk?
Does your Super structure allow for easy Transition to Retirement (TTR) strategies?

Does our service replace or duplicate what my accountant does?

No, we are not accountants and do not provide tax advice or accounting compliance services.  We work closely with you and your other professional advisers to ensure everyone is pulling in the same direction: yours.

Do you provide truly ‘holistic’ advice?

Yes, our advice is truly holistic and encompasses your entire circumstances, needs and objectives. Only by considering your affairs in their entirety can we recommend strategies to manage risks and improve your overall efficiency of wealth creation.

Do you operate on a pure ‘fee for service’ basis?

Yes, you are only invoiced for the professional time required to provide your financial advice. Ongoing Retainer fees are dollar-based, not based on percentage of investment assets.  All fees are quoted and agreed up-front with you.

Do I have to invest with you to be a client?

No, the choice is yours. We stand beside you, actively guiding but not controlling your wealth management strategy. Many of our clients are self directed investors and business owners. For these clients our role is to maximise efficiencies, manage risks and ensure seamless collaboration with their other advisers.

Do you have a corporate brochure?

Yes, you can download our Wealth Achievement Brochure here, and our Integrated Financial Management Brochure here. Alternatively, you can request a copy to be posted to you.

Do you have a Financial Services Guide?

Yes, the latest version of our Financial Services Guide (FSG) is available for download here.  Alternatively, you can request a copy to be posted to you.

Are your advisers licensed by ASIC to provide financial advice?

Yes, Strategy First Financial Planning Pty Ltd (ABN 69 114 540 528) holds a Financial Services Licence from ASIC (AFSL 2907710). Our Adviser Representatives are authorised to provide advice under our AFS Licence.

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