Insightful advice for retirees
Retire in comfort
Are you at least 60 years of age and recently retired? Would you like the financial freedom to focus on your passions, family and friends?
Do you want to worry less and just experience life?
Retirement is opportunity
We believe that retirement provides unique opportunities. Strategy First will implement strategies to help you meet your cash-flow objectives and even manage your investment portfolio for long-term benefit.
Estate Planning Experts
Our team of advisors will help ensure your Estate plans are in place and current, including planning for superannuation assets (which do not necessarily form part of a person’s estate).
Trust and confidence
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.