INDEPENDENT FINANCIAL ADVICE (dark blue logo)-1

 

PROTECT
your best life

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

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