--- title: Our Services description: Discover our range of Financial Services and how we can help you achieve your dreams. --- - 02 9091 0080 - contact@strategyfirst.com.au - - [![lzsk3cui](https://www.strategyfirst.com.au/hs-fs/hubfs/lzsk3cui.png?width=400&height=104&name=lzsk3cui.png "lzsk3cui")](https://www.strategyfirst.com.au/?hsLang=en) - About us - [Who we are](https://www.strategyfirst.com.au/our-values-0) - [Meet the team](https://www.strategyfirst.com.au/en-au/meet-the-team) - [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us) - [Client testimonials](https://www.strategyfirst.com.au/testimonials) - [Investment commitee](https://www.strategyfirst.com.au/investment-commitee) - Information - [Who we can help](https://www.strategyfirst.com.au/who-we-can-help) - [Our services](https://www.strategyfirst.com.au/how-we-can-help) - [Packages & pricing](https://www.strategyfirst.com.au/service-offerings) - [Financial planning process](https://www.strategyfirst.com.au/process) - [Our community](https://www.strategyfirst.com.au/our-community) - [Learn more](https://www.strategyfirst.com.au/information) - [FAQs](https://www.strategyfirst.com.au/faqs) - [Aged Care](https://www.strategyfirst.com.au/aged-care-strategy-first) - [Blog](https://www.strategyfirst.com.au/blog) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) [![Strategy First](https://www.strategyfirst.com.au/hs-fs/hubfs/INDEPENDENT%20FINANCIAL%20ADVICE-3.png?width=150&height=56&name=INDEPENDENT%20FINANCIAL%20ADVICE-3.png "Strategy First")](https://www.strategyfirst.com.au/?hsLang=en) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) - About us - [Who we are](https://www.strategyfirst.com.au/our-values-0) - [Meet the team](https://www.strategyfirst.com.au/en-au/meet-the-team) - [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us) - [Client testimonials](https://www.strategyfirst.com.au/testimonials) - [Investment commitee](https://www.strategyfirst.com.au/investment-commitee) - Information - [Who we can help](https://www.strategyfirst.com.au/who-we-can-help) - [Our services](https://www.strategyfirst.com.au/how-we-can-help) - [Packages & pricing](https://www.strategyfirst.com.au/service-offerings) - [Financial planning process](https://www.strategyfirst.com.au/process) - [Our community](https://www.strategyfirst.com.au/our-community) - [Learn more](https://www.strategyfirst.com.au/information) - [FAQs](https://www.strategyfirst.com.au/faqs) - [Aged Care](https://www.strategyfirst.com.au/aged-care-strategy-first) - [Blog](https://www.strategyfirst.com.au/blog) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) # How Financial Planning can help you ***A list of our services*** ### We help Australians build financial confidence and peace of mind through independent fee-for-service planning, providing solutions for every element of your financial wellbeing. A full list of our services can be found below. ![Dreamers - Strategy First Financial Planning](https://www.strategyfirst.com.au/hs-fs/hubfs/Dreamers%20-%20Zoomed%20in.jpg?width=1546&height=948&name=Dreamers%20-%20Zoomed%20in.jpg "Dreamers - Strategy First Financial Planning") ## Strategic Planning Developing an agile plan to give you the best chance of achieving your preferred future. We also keep you accountable so there are no excuses! [Strategic Planning Service](https://www.strategyfirst.com.au/strategic-planning?hsLang=en) ## **Wealth Transfer** Wanting to transfer wealth to family members but don't know how to approach it? We can help you feel confident any transfer is being structured the right way and that the recipients will get the most out of your generosity. [Wealth Transfer Service](https://www.strategyfirst.com.au/wealth-transfer?hsLang=en) ## **Aged Care** Cutting through the red tape to give you peace of mind that you are getting the best outcome for your loved ones. [Aged Care Service](https://www.strategyfirst.com.au/aged-care?hsLang=en) ## **Risk Management\*** Protecting yourself, your family and your business from any unforeseen events through insurance and contingency planning. [Risk Management Service](https://www.strategyfirst.com.au/risk-management?hsLang=en) ## **Estate Planning\*** Establishing a comprehensive estate plan, supported by top-quality documents, gives you the confidence to know your wishes will be respected and stress minimised for your family. [Estate Planning Service](https://www.strategyfirst.com.au/estate-planning?hsLang=en) ## **Financial Capital** Partnering with you to manage your investments in line with a disciplined, long-term plan, focused on your objectives. [Financial Capital Service](https://www.strategyfirst.com.au/financial-capital?hsLang=en) ## **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. [Human Capital Service](https://www.strategyfirst.com.au/human-capital?hsLang=en) ## **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. [SMSF Advice Service](https://www.strategyfirst.com.au/smsf-advice?hsLang=en) ## **Mortgages and Debt\*** Ensuring your debt is structured effectively and has competitive features can save you thousands of dollars in the long run. [Mortgages and Debt Service](https://www.strategyfirst.com.au/mortgages-debt?hsLang=en) ## **Tax and Business Advice** Working with a specialist accountant means you get the best outcomes for yourself and your business. [Tax and Business Advice Service](https://www.strategyfirst.com.au/tax-business-advice?hsLang=en) ## **Sustainability** Be a force for good by structuring your portfolio to target positive Environmental, Social and Corporate Governance (ESG) outcomes. [Sustainability Service](https://www.strategyfirst.com.au/sustainability?hsLang=en) ## **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. [Help Your Kids Service](https://www.strategyfirst.com.au/help-your-kids?hsLang=en) ## **Philanthropy** Charitable giving on any scale, from small regular donations up to establishing your own private foundation. [Philanthropy Service](https://www.strategyfirst.com.au/philanthropy?hsLang=en) *\*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. ![summer-adventure](https://www.strategyfirst.com.au/hs-fs/hubfs/summer-adventure.jpg?width=2000&name=summer-adventure.jpg) ### 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. [Get In Touch](https://www.strategyfirst.com.au/contact?hsLang=en) [![Copy of Copy of INDEPENDENT FINANCIAL ADVICE](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20INDEPENDENT%20FINANCIAL%20ADVICE.png?width=302&height=93&name=Copy%20of%20Copy%20of%20INDEPENDENT%20FINANCIAL%20ADVICE.png "Copy of Copy of INDEPENDENT FINANCIAL ADVICE")](https://www.strategyfirst.com.au/?hsLang=en) *Strategy First is an independent, fee-for-service financial planning firm specialising in long-term wealth and retirement strategy for Australians.* *Copyright © 2021 Strategy First Financial Planning Pty Ltd.  All rights reserved.*  Contact us:  02 9091 0080​ Office Address: Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale  |  PO Box 7418, Warringah Mall NSW 2100 Australia [Financial Services Guide (Version 37 – 30 April 2026)](https://www.strategyfirst.com.au/financial-services-guide?hsLang=en)|  [Privacy Policy](https://www.strategyfirst.com.au/hubfs/20260911%20Client%20Privacy%20Policy.pdf?hsLang=en) |  [Public Complaint Policy](https://www.strategyfirst.com.au/hubfs/20211001%20Complaints%20Policy.pdf?hsLang=en) | AFS Licence No. 290771  |  ABN 69 114 540 528  |  **[Disclaimer](https://www.strategyfirst.com.au/hubfs/20230921%20Website%20Disclaimer.pdf?hsLang=en)** [Homepage - Strategy First Financial Planning](https://www.strategyfirst.com.au?hsLang=en) [Who we are](https://www.strategyfirst.com.au/our-values-0?hsLang=en) [Meet the Team - Our Independent Financial Advisers](https://www.strategyfirst.com.au/en-au/meet-the-team?hsLang=en)  [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us?hsLang=en) [Testimonials - What our clients have to say](https://www.strategyfirst.com.au/testimonials?hsLang=en)  [Investment Commitee](https://www.strategyfirst.com.au/investment-commitee?hsLang=en) **[Our Clients - Who We Can Help](https://www.strategyfirst.com.au/who-we-can-help?hsLang=en)**  [Our Services - How We Can Help](https://www.strategyfirst.com.au/how-we-can-help)  [Packages and Pricing](https://www.strategyfirst.com.au/service-offerings?hsLang=en) [Processes - What to Expect](https://www.strategyfirst.com.au/process?hsLang=en)  **[Information and Documents](https://www.strategyfirst.com.au/learn-more?hsLang=en)  [Our Community](https://www.strategyfirst.com.au/our-community?hsLang=en)  [Blog](https://www.strategyfirst.com.au/blog?hsLang=en)** [Independent Financial Advice Sydney - Contact Us](https://www.strategyfirst.com.au/contact?hsLang=en) All Rights Reserved. © 2023-2024 [| FThemes](https://fthemes.net/)