--- title: Financial Planning Process description: Learn about your journey to reaching Financial Success with Strategy First Financial Planning. --- - 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) # What to expect ***From your first conversation to your Financial Plan, here is what to expect when partnering with us.*** ![Copy of First Contact (2)](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20First%20Contact%20(2).png?width=1920&height=330&name=Copy%20of%20First%20Contact%20(2).png "Copy of First Contact (2)") ## First Contact Your journey toward financial wellbeing begins with a conversation. During this initial discussion, we will learn a bit more about you and what it is you are trying to achieve.  We will also teach you about Strategy First and answer any questions you have about our approach or process.  Should we determine we are a good fit for each other, we will proceed to the second phase, which involves collecting relevant financial data and information. In the event we decide we are not the best fit for each other, rest assured, we will endeavour to guide you towards someone who is. ![First Contact](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(1).png?width=300&height=300&name=Copy%20of%20Copy%20of%20First%20Contact%20(1).png "First Contact") ## Discovery Once we have agreed we are a good fit for each other, we begin our discovery process.  This process helps us to thoroughly understand you, your position and what it is you are hoping to achieve.  You will be asked to complete a Fact Find document at the beginning of this phase, detailing your personal and financial information, and we will follow-up with an in-depth meeting to go over the information you have provided and to hear from you in your own words.  This meeting is another fantastic opportunity for you to ask questions of us. You might be asked to provide further information following this discovery meeting. ![Discovery](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(2).png?width=300&height=300&name=Copy%20of%20Copy%20of%20First%20Contact%20(2).png "Discovery") ## Letter of Engagement Once we are satisfied we understand you well enough to prepare a Financial Plan, you will be sent a Letter of Engagement document that outlines our understanding of your position and objectives, the scope of work required and the cost of that work.  If you are happy with the contents of your Letter of Engagement, you accept, and we are committed to working together to improve your financial future. At this stage, you will receive your Initial Invoice.  ![Copy of Copy of First Contact (7)](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(7).png?width=147&height=180&name=Copy%20of%20Copy%20of%20First%20Contact%20(7).png)   ![Letter of Engagement](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(3).png?width=300&height=300&name=Copy%20of%20Copy%20of%20First%20Contact%20(3).png "Letter of Engagement") ## Create Advice You can now take a back seat as your team of wealth professionals prepare a set of comprehensive, personalised recommendations designed to give you the best chance of achieving your objectives.   This advice will be presented in a written document called a Financial Plan. ![Create Advice](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(4).png?width=300&height=300&name=Copy%20of%20Copy%20of%20First%20Contact%20(4).png "Create Advice") ## Present Advice Once your plan is ready to review, we will send you a copy and arrange a meeting where we can discuss the advice.  Our goal in this part of the process is to ensure you understand and feel comfortable with the recommendations, so feel free to ask as many questions as you need to!  When you are happy with the proposed path ahead, we turn to implementation and our future partnership, both of which will be outlined in your Financial Plan and discussed at our meeting. At this stage, you will receive your Final Invoice.  ![Copy of Copy of First Contact (7)](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(7).png?width=147&height=180&name=Copy%20of%20Copy%20of%20First%20Contact%20(7).png) ![Present Advice](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(5).png?width=300&height=300&name=Copy%20of%20Copy%20of%20First%20Contact%20(5).png "Present Advice") ## Implementation and Ongoing Relationship Knowing the path is one thing, walking the path, another.  We now enter the most critical and most valuable stage of the advice journey.  The advice presented in your financial plan provides a framework showing, not only the actions required in the short term, but also your longer-term capabilities.  We want you to have the greatest chance of succeeding at both.  This is best achieved via our ongoing partnership – a structured programme of accountability, support, and flexibility for when things inevitably change in your life or the world around us.  Importantly, our relationship will be focused on your overall Financial Wellbeing and will be dedicated to providing you with the peace of mind that comes from having a team of professionals in your corner. The level of service required, and the cost of that service will vary based on your specific needs.  It will be discussed during your Financial Plan presentation and will be formalised via an Ongoing Fee Agreement (OFA). ![Implementation and Ongoing Relationship](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(6).png?width=300&height=300&name=Copy%20of%20Copy%20of%20First%20Contact%20(6).png "Implementation and Ongoing Relationship") ![First Contact (2)-1](https://www.strategyfirst.com.au/hs-fs/hubfs/First%20Contact%20(2)-1.png?width=1436&height=1025&name=First%20Contact%20(2)-1.png "First Contact (2)-1") ## First Contact Your journey toward financial wellbeing begins with a conversation. During this initial discussion, we will learn a bit more about you and what it is you are trying to achieve.  We will also teach you about Strategy First and answer any questions you have about our approach or process.  Should we determine we are a good fit for each other, we will proceed to the second phase, which involves collecting relevant financial data and information. In the event we decide we are not the best fit for each other, rest assured, we will endeavour to guide you towards someone who is. ## Discovery Once we have agreed we are a good fit for each other, we begin our discovery process.  This process helps us to thoroughly understand you, your position and what it is you are hoping to achieve.  You will be asked to complete a Fact Find document at the beginning of this phase, detailing your personal and financial information, and we will follow-up with an in-depth meeting to go over the information you have provided and to hear from you in your own words.  This meeting is another fantastic opportunity for you to ask questions of us. You might be asked to provide further information following this discovery meeting. ## Letter of Engagement Once we are satisfied we understand you well enough to prepare a Financial Plan, you will be sent a Letter of Engagement document that outlines our understanding of your position and objectives, the scope of work required and the cost of that work.  If you are happy with the contents of your Letter of Engagement, you accept, and we are committed to working together to improve your financial future. At this stage, you will receive your Initial Invoice.  ![Copy of Copy of First Contact (7)](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(7).png?width=72&height=88&name=Copy%20of%20Copy%20of%20First%20Contact%20(7).png) ## Create Advice You can now take a back seat as your team of wealth professionals prepare a set of comprehensive, personalised recommendations designed to give you the best chance of achieving your objectives.   This advice will be presented in a written document called a Financial Plan. ## Present Advice Once your plan is ready to review, we will send you a copy and arrange a meeting where we can discuss the advice.  Our goal in this part of the process is to ensure you understand and feel comfortable with the recommendations, so feel free to ask as many questions as you need to!  When you are happy with the proposed path ahead, we turn to implementation and our future partnership, both of which will be outlined in your Financial Plan and discussed at our meeting. At this stage, you will receive your Final Invoice.  ![Copy of Copy of First Contact (7)](https://www.strategyfirst.com.au/hs-fs/hubfs/Copy%20of%20Copy%20of%20First%20Contact%20(7).png?width=76&height=93&name=Copy%20of%20Copy%20of%20First%20Contact%20(7).png) ## Implementation and Ongoing Relationship Knowing the path is one thing, walking the path, another.  We now enter the most critical and most valuable stage of the advice journey.  The advice presented in your financial plan provides a framework showing, not only the actions required in the short term, but also your longer-term capabilities.  We want you to have the greatest chance of succeeding at both.  This is best achieved via our ongoing partnership – a structured programme of accountability, support, and flexibility for when things inevitably change in your life or the world around us.  Importantly, our relationship will be focused on your overall Financial Wellbeing and will be dedicated to providing you with the peace of mind that comes from having a team of professionals in your corner. The level of service required, and the cost of that service will vary based on your specific needs.  It will be discussed during your Financial Plan presentation and will be formalised via an Ongoing Fee Agreement (OFA). ![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?hsLang=en) [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)  **[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/)