Information & Education
Your hub for Financial Planning, Education and Information.
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How Do I Know When to Sell?
As advisers, one of the most common questions we discuss with our clients is not "should I buy?" — it’s "should I sell?"
Selling assets can feel...
How emotions impact investing: The importance of being a disciplined investor
Investing is often described as a numbers game, but in reality, it’s just as much about psychology as it is about maths.
Markets move on data;...
Should I borrow money to invest?
This is a common question, and the answer isn’t straightforward.
The most accurate response is one we often borrow from economists: “it depends”.
Documents
Documents can be downloaded via the links provided.
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.

