INDEPENDENT FINANCIAL ADVICE (dark blue logo)-1

 

LIVE
your best life

What you get:

Comprehensive Financial Plan tailored to your needs and designed to give you the best chance of achieving your objectives.

Specialised ongoing guidance on all facets of your financial life, driven by semi-annual progress meetings and a range of informal touch-points.

Your Ongoing Advice Partnership covers:

Wealth Accumulation Planning

Advice on how make the most of your biggest asset: your future income. We help you find a balance between the short-term (living expenses, school fees, tax, debt repayments) and long-term (building wealth, financial independence, financial wellbeing) to ensure you are set up for success.

Regular progress tracking

To ensure your plan remains appropriate and that you are on target. If something changes in your life, we’ll adjust your strategies accordingly.

Financial Wellbeing

Access to Strategy First’s Financial Wellbeing programme, which will include sessions designed to uncover your personal values and track progress towards them. 

Estate Planning

Estate planning discussions involving your solicitor to develop and implement an estate planning strategy

Investment Management

Access to Strategy First’s Investment Committee and Core portfolio solution. Guidance and coaching that allows you to cut through the noise and focus on your long term portfolio goals. 

Risk Management

As required, we will liaise with a specialist insurance adviser to achieve a portfolio of personal insurances targeted to your needs.

Debt Management

As required, we will liaise with a specialist debt adviser/broker to ensure your financing needs are met.

Education

Access to educational material and regular content created by Strategy First’s Advice Team and Investment Committee.
A downloadable version of this page is available

Minimum Ongoing Fee

$7,000 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 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.