--- title: Packages & Pricing description: We offer a range of services to suit your different stages of life and Financial Planning needs. image: https://www.strategyfirst.com.au/hubfs/lzsk3cui.png --- - 02 9091 0080 - contact@strategyfirst.com.au - - [![lzsk3cui](https://www.strategyfirst.com.au/hs-fs/hubfs/lzsk3cui.png?width=400&height=104&name=lzsk3cui.png "lzsk3cui")](https://www.strategyfirst.com.au/?hsLang=en) - About us - [Who we are](https://www.strategyfirst.com.au/our-values-0) - [Meet the team](https://www.strategyfirst.com.au/en-au/meet-the-team) - [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us) - [Client testimonials](https://www.strategyfirst.com.au/testimonials) - [Investment commitee](https://www.strategyfirst.com.au/investment-commitee) - Information - [Who we can help](https://www.strategyfirst.com.au/who-we-can-help) - [Our services](https://www.strategyfirst.com.au/how-we-can-help) - [Packages & pricing](https://www.strategyfirst.com.au/service-offerings) - [Financial planning process](https://www.strategyfirst.com.au/process) - [Our community](https://www.strategyfirst.com.au/our-community) - [Learn more](https://www.strategyfirst.com.au/information) - [FAQs](https://www.strategyfirst.com.au/faqs) - [Aged Care](https://www.strategyfirst.com.au/aged-care-strategy-first) - [Blog](https://www.strategyfirst.com.au/blog) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) [![Strategy First](https://www.strategyfirst.com.au/hs-fs/hubfs/INDEPENDENT%20FINANCIAL%20ADVICE-3.png?width=150&height=56&name=INDEPENDENT%20FINANCIAL%20ADVICE-3.png "Strategy First")](https://www.strategyfirst.com.au/?hsLang=en) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) - About us - [Who we are](https://www.strategyfirst.com.au/our-values-0) - [Meet the team](https://www.strategyfirst.com.au/en-au/meet-the-team) - [Why partner with Strategy First](https://www.strategyfirst.com.au/partering-with-us) - [Client testimonials](https://www.strategyfirst.com.au/testimonials) - [Investment commitee](https://www.strategyfirst.com.au/investment-commitee) - Information - [Who we can help](https://www.strategyfirst.com.au/who-we-can-help) - [Our services](https://www.strategyfirst.com.au/how-we-can-help) - [Packages & pricing](https://www.strategyfirst.com.au/service-offerings) - [Financial planning process](https://www.strategyfirst.com.au/process) - [Our community](https://www.strategyfirst.com.au/our-community) - [Learn more](https://www.strategyfirst.com.au/information) - [FAQs](https://www.strategyfirst.com.au/faqs) - [Aged Care](https://www.strategyfirst.com.au/aged-care-strategy-first) - [Blog](https://www.strategyfirst.com.au/blog) [Contact Us](https://www.strategyfirst.com.au/contact-page?hsLang=en) # Packages & Pricing ***Whether you're retiring, starting a new job, or just looking to make the most of your wealth, Strategy First o****ffers a wide range of services to suit your different stages of life and Financial Planning needs.*** [Book your free consultation](https://www.strategyfirst.com.au/contact?hsLang=en) ### We help Australians build financial confidence and peace of mind through independent fee-for-service planning, providing solutions for every element of your financial wellbeing. ### Our Approach: Build, Live, Protect ### As you move through each stage of life, we will be there to guide you financially. ##### BUILD your best life Your professional and financial life is starting to get serious. You know you should start thinking about the future but you don’t know where to start. You are looking to build a solid foundation from which to grow. **Typical Stage of Life:**  High-achieving 25-35 Year Olds  **Financial Assets:**   Up to $500k  *OR* **Household Income:**   $200,000 – 300,000  **What you get:** Establishment Financial Plan designed to ensure you’ve got the basics covered and are positioned to make the most of your future. Access to a range of ‘pay-as-you go’ style services, as well as coaching and education sessions. **Upfront Fee:** $2,200 - $4,400 *\*A range of optional services are available, billed as one-off costs at the time they are requested*  ***Limited availability - register for the waitlist*** [BUILD your best life Service](https://www.strategyfirst.com.au/build-your-best-life?hsLang=en) ##### LIVE your best life 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:**   $500k - $2MM *OR* **Household Income:** $450,000+ **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. **Minimum Ongoing Fee:** $7,000 p.a. (Plus GST) [LIVE your best life Service](https://www.strategyfirst.com.au/live-your-best-life?hsLang=en) ##### PROTECT your best life You have built a significant amount of wealth and now want to ensure it is put to the best use for yourself and, potentially, multiple generations of your family. You want the peace of mind that comes with knowing your financial world is being stewarded by a team of professionals. **Typical Stage of Life:** Reflecting 50-60 Year Olds Self-funded Pre/Post Retirees **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. **Minimum Ongoing Fee:** $12,000 p.a. (Plus GST) [PROTECT your best life Service](https://www.strategyfirst.com.au/protect-your-best-life?hsLang=en) ## How is fee-for-service financial planning different? At **Strategy First**, we use a **fee-for-service financial planning model.** *What does this mean?* The financial planning advice you receive is paid for directly by you, with transparent fees agreed **upfront,** and is not tied to commissions, product incentives or asset-based charges. ### Clear, Transparent Fees Our fees are a set dollar amount based on the work we do, whether that’s creating your tailored financial plan or providing ongoing advice. You know what you’re paying and why, with costs agreed before any work begins. ### Truly Independent Advice Because we are a **privately owned, fee-for-service firm**, our advice is genuinely independent and focused on your financial goals, not influenced by commissions or product-provider incentives. ### No Commissions or Conflicts We don’t receive commissions from banks, insurers or investment providers, and we do not promote products to generate revenue. This removes common conflicts of interest and ensures your best interests are always the priority. ![summer-adventure](https://www.strategyfirst.com.au/hs-fs/hubfs/summer-adventure.jpg?width=2000&name=summer-adventure.jpg) ### Dream Plan Achieve At Strategy First our mission is to encourage you to dream a little to set your financial goals, and help you develop a structured plan around smart financial decisions to achieve your aspirations. [Get In Touch](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=302&height=93&name=Copy%20of%20Copy%20of%20INDEPENDENT%20FINANCIAL%20ADVICE.png "Copy of Copy of INDEPENDENT FINANCIAL ADVICE")](https://www.strategyfirst.com.au/?hsLang=en) *Strategy First is an independent, fee-for-service financial planning firm specialising in long-term wealth and retirement strategy for Australians.* *Copyright © 2021 Strategy First Financial Planning Pty Ltd.  All rights reserved.*  Contact us:  02 9091 0080​ Office Address: Ground Floor, Front Suite 55, 117 Old Pittwater Rd, Brookvale  |  PO Box 7418, Warringah Mall NSW 2100 Australia [Financial Services Guide (Version 37 – 30 April 2026)](https://www.strategyfirst.com.au/financial-services-guide?hsLang=en)|  [Privacy Policy](https://www.strategyfirst.com.au/hubfs/20260911%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) [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)** [Independent Financial Advice Sydney - Contact Us](https://www.strategyfirst.com.au/contact?hsLang=en) All Rights Reserved. © 2023-2024 [| FThemes](https://fthemes.net/)