Our Values


Ethical responsibility to you and the community

Dream. Plan. Achieve.

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.


Trust and transparency

We work with our clients in a professional partnership based on trust, so you can feel confident you have a plan in place to achieve your goals now and in the future.


Passion and conviction

Our purpose is to help you achieve your financial goals. We have passion and conviction in what we do and the outcomes we have achieved for our clients.



We design and implement clear and effective strategies that makes the most of your current financial position, as well as providing for the future. We do the work so you don’t have to.


Kaizen (change for the better)

We are dedicated to continuous growth and improvement, so that we can better service your needs year on year.


Giving back

We are just as passionate about serving and providing support to our wider communities. We provide financial support and contribute our personal time to many charitable organisations. Click here to see some of the contributions we have made.


Environmental sustainability

Strategy First recognises that paper is one of the biggest polluters and is dedicated to pursuing a paperless office. Our office at the Lifestyle Working Building is a 5-star National Australian Built Environment Rating System (NABERS) building.

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