Financial Services Guide

A guide to our Services, Fees, Advisers and Processes. This will help educate, protect, and assist you to make an informed decision about the financial services we offer.

This Financial Services Guide (‘FSG’) provides you with important information about Strategy First, and its employees who will provide you with the financial services described in this FSG.

It is designed to help you evaluate and make an informed decision about whether to use the financial services described in this FSG. We suggest you retain this FSG for your future reference. If any part of this FSG is not clear, please speak to your financial adviser.

The purpose of this FSG is to convey important information about the following:

  • Our Documents
  • Our Advisers
  • Our Services
  • Financial Products
  • Our Advice Process
  • Our Fees
  • Your Protection
  • Complaint Procedure
  • Your Privacy
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Dream Plan Achieve

At Strategy First our mission is to encourage you to dream a little to set your financial goals, and help you develop a structured plan around smart financial decisions to achieve your aspirations.
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