--- title: PROTECT your best life description: PROTECT your best life with tailored plans, ongoing guidance, and expert support in retirement, estate, investment, and risk management. image: https://www.strategyfirst.com.au/hubfs/pexels-arina-krasnikova-5103920%20(1)-1.jpg --- [![INDEPENDENT FINANCIAL ADVICE (dark blue logo)-1](https://www.strategyfirst.com.au/hs-fs/hubfs/INDEPENDENT%20FINANCIAL%20ADVICE%20(dark%20blue%20logo)-1.png?width=400&height=149&name=INDEPENDENT%20FINANCIAL%20ADVICE%20(dark%20blue%20logo)-1.png "INDEPENDENT FINANCIAL ADVICE (dark blue logo)-1")](https://www.strategyfirst.com.au/?hsLang=en) # PROTECT *your best life* [Enquire Now](https://www.strategyfirst.com.au/contact?hsLang=en) **Who you are:** You are hard-working, goal-oriented and have big dreams for yourself and your family. You want to partner with a trusted professional who will help you in building wealth and guide you on your journey towards financial independence.   **Typical Stage of Life:** Prosperous 35-50 Year Olds Reflecting 50-60 Year Olds **Financial Assets:  **$2MM - $10MM  OR **Household Income:**  $500,000+   **What you get:** Comprehensive Financial Plan tailored to your needs and designed to give you the best chance of achieving your objectives. Specialised ongoing guidance on all facets of your financial life, driven by semi-annual progress meetings and a range of informal touch-points. Your Ongoing Advice Partnership covers: #### Retirement Planning Specialised guidance helping you to feel confident in your ability to fund your lifestyle and objectives. This may include: sustainable spending discussions; capacity testing; optimal structing of assets and cashflow, progress tracking; and tax planning (in conjunction with your accountant).  #### Estate Planning Comprehensive estate planning discussions involving your solicitor and accountant to develop and implement an estate planning strategy. #### Intergenerational Wealth Transfer Strategic discussions around: giving your children a head start; multi-generational wealth structures; “giving while alive”; philanthropy etc. You will also be granted priority access for your children into our BUILD service offering. #### Investment Management Access to Strategy First’s Investment Committee and Core portfolio solution, with the option to add satellite investments where appropriate. Guidance and coaching that allows you to cut through the noise and focus on your long-term portfolio goals. #### Financial Wellbeing Access to Strategy First’s Financial Wellbeing programme, which will include sessions designed to uncover your personal values and track progress towards them.  #### Risk Management As required, we will liaise with a specialist insurance adviser to achieve a portfolio of personal insurances targeted to your needs. #### Debt Management As required, we will liaise with a specialist debt adviser/broker to ensure your financing needs are met. #### Education Access to educational material and regular content created by Strategy First’s Advice Team and Investment Committee. A downloadable version of this page is available [Downloadable Version](https://www.strategyfirst.com.au/hubfs/Protect%20Your%20Best%20Life%20(Service%20Offering)-2.pdf?hsLang=en) ### Minimum Ongoing Fee #### $12,000 p.a. (Plus GST) ##### Things to consider - Unlike many other Financial Planning firms, we are 100% independent, meaning we do not receive any commissions for products we've recommended. Because of this, you can always be sure that we have your best interest in mind. - We have over 100 years of experience managing portfolios and helping people just like you, achieve their financial goals. - While financial planning may seem like a significant upfront investment, the long-term clarity, security, and wealth-building it provides can far outweigh the initial cost—turning today’s expense into tomorrow’s peace of mind. [Enquire now](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=300&height=92&name=Copy%20of%20Copy%20of%20INDEPENDENT%20FINANCIAL%20ADVICE.png "Copy of Copy of INDEPENDENT FINANCIAL ADVICE")   Contact us:  02 9091 0080​ Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale  |  PO Box 7418, Warringah Mall NSW 2100 Australia **[​Financial Services Guide](https://www.strategyfirst.com.au/financial-services-guide?hsLang=en)  |  [Privacy Policy](https://www.strategyfirst.com.au/hubfs/20240523%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?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)** [Contact Us](https://www.strategyfirst.com.au/contact?hsLang=en) Copyright © 2024, Strategy First Financial Planning Pty Ltd