Helping our clients build their dreams
Building long-term partnerships with clients is at the heart of our philosophy. We are honoured to be a part of their financial journey and are proud to have provided highly personalised advice on over $560 million to date.
Here are some of the things our clients have said:
"We are enjoying working with Don who has been extraordinarily helpful in putting the acquisition funding together for a property. Again a great team effort between Strategy First, our accountant and lawyers. Notwithstanding the COVID crash last year our super fund has sat at a relatively consistent level. Last year with you we lifted our equity position post crash which in turn delivered good upside which has effectively generated the cash to fund the acquisition and have the fund at the same level today!"
Warren & Judith Davison
"Congratulations on your 10 year anniversary! Strategy First's longevity and continued success is a testament to your leadership and the great team you have built around you. When I think of Strategy First, I think of a business with integrity where the customer is always first and where service is consistent and responsive. It takes a team of very committed people with a genuine interest in the customer to deliver this type of experience time after time. I am looking forward to watching Strategy First's growth in the next 10 years!"
"David has been our financial adviser and planner now for more than 10 years. This has involved providing advice to us, our Family Trust and our Superannuation Fund. Over that time, we have found David to be an excellent adviser. He has provided us with a variety of options for improving and consolidating our wealth. He explains those options in an easily understood way. He is patient when we ask him to explain it again - a rare commodity we find in this day and age!! Unlike others we have dealt with over the years, he doesn't just expect us to adopt his recommendations or suggestions merely because he has provided them to us. He focuses entirely on what is in our best interests and not what is beneficial for the growth of his business. We cannot recommend him highly enough. He is gold status."
"I have known David Price for more than 20 years in the Financial Services, and over this time, have known him as a person of the highest integrity, trust, intelligence and diligence. Add to this consistently decent returns for my selected risk profile, and I have all I need in my Financial Advisor, to look after my portfolio. I have been a client of Strategy First since day one, and have recommended friends and family, who have also become clients, and sing the same praises I do. David, and the whole team at Strategy First, provide a top notch service that gives me peace of mind that my finances are being looked after appropriately."
"Trust has to be very high on the list in choosing a financial planner. Trust to have my current and future interests at heart, trust to have a thorough understanding of investment markets and legislation surrounding superannuation and trust to manage my affairs promptly and effectively. As such I have no qualms in recommending Strategy First. The team, under the leadership of David Price have earned my respect and admiration in managing my Self-Managed Superannuation Fund for many years. In an environment of highly volatile and unpredictable financial markets the fund has done well and I feel confident that the path proposed by Strategy First will continue to meet my needs for many years to come."
"I was introduced to David Price quite some years ago by a neighbour - this neighbour was quite wealthy due to a significant income stream and raved about what an amazing job David had done for them. I am pleased to say we have had a similar experience (except for the significant income!) and David and his team have given us wonderful and very sage advice. We rely upon David totally for all of our financial planning, which in approaching retirement, is of course very important - we couldn't be more comfortable with this situation."
"We have found David Price at Strategy First to be professional, efficient and an exceptional communicator. We have a very honest and direct relationship with him, which we genuinely appreciate. We have felt confident in our dealings with him and the advice we have been given. Above everything else though, Strategy First has given us peace of mind that our financial situation is being managed in the best way achievable for our situation. You can't put a price on that."
"Dear Patrick, I wanted to let you know that my retirement is now formalised!!! I will be on the Board and will be treated as an employee of the holding company. That simplifies things a lot. Soon my golf will improve, my trips overseas will increase and I will have more time to relax with family and friends. I very much appreciate your good advice enabling me to keep us in the lifestyle to which we are accustomed. Kindest personal regards."
"Strategy First and Pat manage my entire portfolio of assets, which includes assets managed by local and global third party suppliers. I find Pat very attentive to detail and focused on long term net returns i.e. real returns to me after all commissions and taxes levied by third parties. Pat also acts as my virtual CFO and is thoughtful and open to new ideas and asset classes. I am very pleased with the service I receive from the team at Strategy First."