Who we are
Our commitment to you, to each other and to the community
From the day we first opened our doors, we have been driven by providing independent financial advice that is in our clients’ best interest.
Almost unheard of at the time of our inception, Strategy First’s fee-for-service approach allows us to provide quality strategic advice, and to protect clients from any conflicts of interest.
While the regulatory landscape has shifted, Strategy First’s approach remains special. In fact, as of 31 March 2021, Strategy First has been able to meet the very strict conditions of the Corporations Act and call itself an Independent Financial Planning Firm - a term, that less than 1% of Financial Planning businesses can use.
From its humble beginnings, Strategy First has grown significantly, but our purpose remains unchanged.
Today, lead by Directors David Price and Rhys Phillips, we continue to focus on our key values of independence, trust, and the provision of holistic, goals-driven advice.
With a mix of youth and experience, 5 Senior Financial Planners and an amazing team of 16, we manage over 370 long-term client relationships and provide personalised, independent advice to families, professionals, small business owners and retirees.
In doing so, we put our 100+ years of collective experience in Financial Advice to work as Fiduciaries for over $845 million.
Driven by a highly ethical, hardworking and values-led team who are genuinely passionate about our business, each other and, most importantly, our clients, we look forward to the future and to supporting the next generation through truly independent, strategic advice.
Our Values
At Strategy First, our values are the cornerstone of our approach to financial planning. They guide every interaction and decision, ensuring that we remain true to our mission of serving our clients with integrity and dedication.
Being empathetic allows us to connect deeply with you, understanding not just your financial goals but the personal aspirations that drive them. This genuine relationship is the foundation upon which we build tailored strategies that evolve with your life.
Empathetic
We will we build a genuine relationship through a commitment to understand you, your family, and your ever-changing goals & objectives.
Authentic
With the goal of building trust, we will be direct, honest, and transparent in all that we do. Our advice will always be in your best interest.
Passionate
We truly love what we do and who we work with, which reflects in our work environment and gives us purpose - purpose, to help our clients achieve what is most important to them.
Accountable
We take our Fiduciary responsibility seriously, and as such, the Strategy First Team will be answerable for our advice, actions, behaviours, and performance.
