INDEPENDENT FINANCIAL ADVICE (dark blue logo)-1

Independent Financial Advice for High Net Worth Australians

Your trusted partner in managing large, complex portfolios with exclusive, personalised service.

Established in 2005 by David Price, Strategy First was created to make a difference.

From the day we first opened our doors, we have been driven by providing independent advice that is in our clients’ best interest. 

Almost unheard of at the time of our inception, Strategy First’s fee-for-service approach allows us to provide quality strategic advice, and to protect clients from any conflicts of interest.

While the regulatory landscape has shifted, Strategy First’s approach remains special. 

In fact, as of 31 March 2021, Strategy First has been able to meet the very strict conditions of the Corporations Act and call itself Independent - a term, that less than 1% of Financial Planning businesses can use. 

Book your free initial consultation

DP with Dogs
CEO David Price with his dogs

Experience transparency, expertise, and peace of mind from one of Sydney’s top wealth managers for business owners, executives, and professionals. 

Key Services

  • Specialists in Managing Large Investment Portfolios — Comprehensive, evidence-based advice for multi-property and diversified asset structures.
  • Independent, Fee-for-Service Wealth Management — No commissions, no product-pushing—just your interests first.
  • Advanced Tax & Estate Planning — Protect your wealth, support intergenerational transfer, and minimise tax complexity.
  • Discreet, Bespoke Service — Dedicated advisers, tailored strategies, secure digital reporting.

"Having been the CEO and Chair of ASX top 50 companies I regard myself as reasonably sophisticated in relation to financial matters however the one piece of personal advice I always give family and friends on the topic of financial planning is to get advice.

I believe the multitude of options and complexities involved in financial planning mean you need advice from a subject matter expert which can make a significant difference to your financial future.

The question of course is where to go for that advice. As a long-term client of Strategy First I’ve always found David and the team to be outstanding in their provision of independent, unbiased, fact-based advice that has always been in my family’s best interest.  

David and the team have always been open, honest and one hundred percent trustworthy in the advice they have provided over many years. Whether this has involved investment options, superannuation matters, the bank of ‘mum and dad’, retirement or estate planning. I am very happy to recommend Strategy First and confident they will not only provide sound independent advice but will also be a pleasure to deal with."

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Michael (client since 2005)

 Discover if we’re the right fit for your wealth.

Schedule a confidential consultation today with a senior adviser who understands the needs of high net worth individuals.

 

  • Trusted by high-net-worth Australians since 2005
  • Fully independent, professionally accredited advisers
  • Transparent fees agreed to in advance - no hidden costs

 

As one of Australia’s best financial advisers for high net worth professionals, Strategy First specialises in helping clients with complex investment portfolios, multiple property assets, and intergenerational wealth planning. From Sydney to Brisbane, and everywhere in-between, our private client wealth management services are built on independence, experience, and tailored strategies for executives, business owners, and family trusts. Book your initial meeting to see how truly client-focused advice can protect and grow your wealth.

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Minimum Ongoing Fee

$12,000 p.a. (Plus GST)

Things to consider

  • Unlike many other Financial Planning firms, we are 100% independent, meaning we do not receive any commissions for products we've recommended. Because of this, you can always be sure that we have your best interest in mind.

  • We have over 100 years of combined experience managing portfolios and helping people just like you, achieve their financial goals.

  • While financial planning may seem like a significant upfront investment, the long-term clarity, security, and wealth-building it provides can far outweigh the initial cost—turning today’s expense into tomorrow’s peace of mind.

Enquire now