Information & Education
Your hub for Financial Planning, Education and Information.
Want to learn more about Financial Planning?
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”.
What Does a Financial Planner Do? (Complete Guide for Australians)
Most people think they know what a financial planner does.
“Investments, right?”“Maybe super and retirement?”“Do you do tax returns too?” (Quick...
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.

