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.

Find out more

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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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