--- title: Our Values description: Our values are a big part of our approach to financial planning. Our trustworthy advisers are here to help you reach your financial goals. --- - 02 9091 0080 - contact@strategyfirst.com.au - - [![lzsk3cui](https://www.strategyfirst.com.au/hs-fs/hubfs/lzsk3cui.png?width=400&height=104&name=lzsk3cui.png "lzsk3cui")](https://www.strategyfirst.com.au/?hsLang=en) - About us - [Who we are](https://www.strategyfirst.com.au/our-values-0) - [Meet the team](https://www.strategyfirst.com.au/en-au/meet-the-team) - [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us) - [Client testimonials](https://www.strategyfirst.com.au/testimonials) - [Investment commitee](https://www.strategyfirst.com.au/investment-commitee) - Information - [Who we can help](https://www.strategyfirst.com.au/who-we-can-help) - [Our services](https://www.strategyfirst.com.au/how-we-can-help) - [Packages & pricing](https://www.strategyfirst.com.au/service-offerings) - [Financial planning process](https://www.strategyfirst.com.au/process) - [Our community](https://www.strategyfirst.com.au/our-community) - [Learn more](https://www.strategyfirst.com.au/information) - [FAQs](https://www.strategyfirst.com.au/faqs) - [Aged Care](https://www.strategyfirst.com.au/aged-care-strategy-first) - [Blog](https://www.strategyfirst.com.au/blog) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) [![Strategy First](https://www.strategyfirst.com.au/hs-fs/hubfs/INDEPENDENT%20FINANCIAL%20ADVICE-3.png?width=150&height=56&name=INDEPENDENT%20FINANCIAL%20ADVICE-3.png "Strategy First")](https://www.strategyfirst.com.au/?hsLang=en) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) - About us - [Who we are](https://www.strategyfirst.com.au/our-values-0) - [Meet the team](https://www.strategyfirst.com.au/en-au/meet-the-team) - [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us) - [Client testimonials](https://www.strategyfirst.com.au/testimonials) - [Investment commitee](https://www.strategyfirst.com.au/investment-commitee) - Information - [Who we can help](https://www.strategyfirst.com.au/who-we-can-help) - [Our services](https://www.strategyfirst.com.au/how-we-can-help) - [Packages & pricing](https://www.strategyfirst.com.au/service-offerings) - [Financial planning process](https://www.strategyfirst.com.au/process) - [Our community](https://www.strategyfirst.com.au/our-community) - [Learn more](https://www.strategyfirst.com.au/information) - [FAQs](https://www.strategyfirst.com.au/faqs) - [Aged Care](https://www.strategyfirst.com.au/aged-care-strategy-first) - [Blog](https://www.strategyfirst.com.au/blog) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) # Who we are ***Our commitment to you, to each other and to the community*** Established in 2005 by David Price, Strategy First was created to make a difference. 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](https://www.strategyfirst.com.au/partering-with-us?hsLang=en) and call itself an Independent Financial Planning Firm - a term, that less than 1% of Financial Planning businesses can use. ![DP with Dogs](https://www.strategyfirst.com.au/hs-fs/hubfs/DP%20with%20Dogs.jpg?width=400&height=502&name=DP%20with%20Dogs.jpg "DP with Dogs") David with his dogs 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](https://www.strategyfirst.com.au/en-au/meet-the-team?hsLang=en), 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.  ![Advisers Vertical](https://www.strategyfirst.com.au/hs-fs/hubfs/Advisers%20Vertical.jpg?width=400&height=437&name=Advisers%20Vertical.jpg "Advisers Vertical") 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.](https://www.strategyfirst.com.au/partering-with-us?hsLang=en) ##### 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. ![summer-adventure](https://www.strategyfirst.com.au/hs-fs/hubfs/summer-adventure.jpg?width=2000&name=summer-adventure.jpg) ### 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. [Get In Touch](https://www.strategyfirst.com.au/contact?hsLang=en) [![Copy of Copy of INDEPENDENT FINANCIAL ADVICE](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20INDEPENDENT%20FINANCIAL%20ADVICE.png?width=302&height=93&name=Copy%20of%20Copy%20of%20INDEPENDENT%20FINANCIAL%20ADVICE.png "Copy of Copy of INDEPENDENT FINANCIAL ADVICE")](https://www.strategyfirst.com.au/?hsLang=en) *Strategy First is an independent, fee-for-service financial planning firm specialising in long-term wealth and retirement strategy for Australians.* *Copyright © 2021 Strategy First Financial Planning Pty Ltd.  All rights reserved. * Contact us:  02 9091 0080​ Office Address: Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale  |  PO Box 7418, Warringah Mall NSW 2100 Australia [​Financial Services Guide (Version 37 – 30 April 2026)](https://www.strategyfirst.com.au/financial-services-guide?hsLang=en)|  [Privacy Policy](https://www.strategyfirst.com.au/hubfs/20260911%20Client%20Privacy%20Policy.pdf?hsLang=en) |  [Public Complaint Policy](https://www.strategyfirst.com.au/hubfs/20211001%20Complaints%20Policy.pdf?hsLang=en) | AFS Licence No. 290771  |  ABN 69 114 540 528  |  **[Disclaimer](https://www.strategyfirst.com.au/hubfs/20230921%20Website%20Disclaimer.pdf?hsLang=en)** [Homepage - Strategy First Financial Planning](https://www.strategyfirst.com.au?hsLang=en) [Who we are](https://www.strategyfirst.com.au/our-values-0) [Meet the Team - Our Independent Financial Advisers](https://www.strategyfirst.com.au/en-au/meet-the-team?hsLang=en)  [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us?hsLang=en) [Testimonials - What our clients have to say](https://www.strategyfirst.com.au/testimonials?hsLang=en)  [Investment Commitee](https://www.strategyfirst.com.au/investment-commitee?hsLang=en) **[Our Clients - Who We Can Help](https://www.strategyfirst.com.au/who-we-can-help?hsLang=en) ** [Our Services - How We Can Help](https://www.strategyfirst.com.au/how-we-can-help?hsLang=en)  [Packages and Pricing](https://www.strategyfirst.com.au/service-offerings?hsLang=en) [Processes - What to Expect](https://www.strategyfirst.com.au/process?hsLang=en)**  [Information and Documents](https://www.strategyfirst.com.au/learn-more?hsLang=en)  [Our Community](https://www.strategyfirst.com.au/our-community?hsLang=en)  [Blog](https://www.strategyfirst.com.au/blog?hsLang=en)** [Independent Financial Advice Sydney - Contact Us](https://www.strategyfirst.com.au/contact?hsLang=en) All Rights Reserved. © 2023-2024 [| FThemes](https://fthemes.net/)