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.


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.