Packages & Pricing
Whether you're retiring, starting a new job, or just looking to make the most of your wealth, Strategy First offers a wide range of services to suit your different stages of life and Financial Planning needs.
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
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)
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)
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.
