Feel Confident

Feel Effective

  • Financial Capital

    Partnering with you to manage your investments in line with a disciplined, long-term plan, focused on your objectives.

  • Human Capital

    Helping you to look after one of your biggest assets - your future income.  Our service includes cashflow management, salary packaging and employee share schemes.

  • SMSF Advice*

    Providing you with expert assistance to help you get the best out of your SMSF.  From strategic advice through to administration, we have you covered.

  • Mortgages and Debt*

    Ensuring your debt is structured effectively and has competitive features can save you thousands of dollars in the long run.

  • Tax & Business Advice*

    Working with a specialist accountant means you get the best outcomes for yourself and your business.

Feel Good

  • Sustainability

    Be a force for good by structuring your portfolio to target positive Environmental, Social and Corporate Governance (ESG) outcomes.

  • Help Your Kids

    Giving your children a head start can be easier than you think.  Whether it's education funding, getting into the housing market or any other objective you have in mind.

  • Philanthropy

    Charitable giving on any scale, from small regular donations up to establishing your own private foundation.

*Solutions offered in conjunction with our Professional Partners

 

If you have a service request that is not mentioned above, get in touch with the team on (02) 9091 0080 to see if we can assist.

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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.