Copyright © 2018 Strategy First Financial Planning Pty Ltd.  All rights reserved. 

Contact us:   02 9091 0080

Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale   PO Box 7418, Warringah Mall NSW 2100 Australia

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Smart strategies
for busy professionals

Working together for successful outcomes

Are you professionally successful and wanting to be rewarded for all your hard work?

 

Do you want to worry less about the increasing demands of your financial commitments and more time to spend with your children at home?

 

Are you looking to set up a more streamlined plan that will make your financial decision-making easier? Do you prefer to be consulted by a team of financial advisers dedicated to helping you achieve financial freedom?

 

A professional financial service for busy professionals

We understand that busy professionals juggle time commitments between work and family, with insufficient time to make financial management a priority. Earning money is one thing, and proactively managing it, another.

Yet it is in these highly productive career years, that we have the capacity to leverage our income and set it up for growth. After all, a hard-earned income ought to enable us to achieve the future we desire.

 

A professional partnership

When you partner with Strategy First, we will design and implement a clear and effective strategy 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.

We build a partnership based on trust, so you can feel confident you have a plan in place to achieve the objectives that matter to you, both now and in the future. We implement a structured monitoring and review system to measure success and renew your strategy as the investment environment changes.

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