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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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Wealth Achievement
Program

Achieve your financial goals

Earning money is one thing and proactively managing it another.

If you’re a professional earning a salary, are you making smart financial decisions about managing finances, investing and setting yourself up for a prosperous future?

 

Have you quantified what your earning capacity is over your lifetime? This notional wealth potential is called your “Human Capital” and is significant when you’re in the building stage of your career. As time passes and we get older, our potential for earning diminishes… but with proactive management, our assets accumulate to fund our financial objectives. Naturally, the sooner you start saving and actively managing capital, the better the outcome for your future.

 

Strategy First believe in developing a structured plan to harness the power of your Human Capital while it is growing. Our advisors have developed the Wealth Achievement Program for busy professionals who want a structured, hassle-free approach to manage an investment portfolio.
 

Through the implementation of a clear and effective strategy, we leverage your Human and Financial Capital to provide for your future. Our structured monitoring and review system measures progress and your strategy is refined with movements in the investment environment. What gets measured, gets done!

 

A professional partnership with Strategy First is designed to give you back time while also implementing an active wealth accumulation plan. Based on our analysis and strategy, we develop recommendations and action steps that outline what we can do and also what you need to do. Your responsibilities will be made as easy as possible, but you’ll need to take action.

 

Let’s get on and do it. Give our professional financial planners at Strategy First a call on 9091 0080 to implement your personally tailored Wealth Achievement Program.

 

For more information, click here.

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