--- title: Who We Can Help description: See whether our Financial Advisors can help you reach your preferred emotional, financial and portfolio needs. Book your free call today! --- - 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) # Who we can help ***There is a specific type of persona that will most likely benefit from independent financial advice*** #### Across these categories, our clients generally share some common characteristics: **Aspirational** – have dreams for themselves and their families and are driven to succeed. **Engaged and willing to collaborate** - value their relationship with their advice team and can be held accountable. **Future focused** – appreciate a long-term, supportive, family-like partnership. **Professional outsourcers** – understand the benefit of expert advice. **Respectful** – of all members of our team. [Book a free consultation with an Independent Financial Adviser](https://www.strategyfirst.com.au/contact?hsLang=en) ![pexels-josh-willink-11499-1157399](https://www.strategyfirst.com.au/hs-fs/hubfs/pexels-josh-willink-11499-1157399.jpg?width=2000&height=1333&name=pexels-josh-willink-11499-1157399.jpg "pexels-josh-willink-11499-1157399") #### Not for everyone If what we’ve outlined above resonates with you, there is a strong chance we will be a good fit for each other. However, our service is not for everyone.  If you are chasing a “magic solution” or a “get rich quick” scheme, we will be unable to help. We provide long-term, trusting relationships, based around a rigorous approach to managing your emotional, financial and portfolio needs.  We provide peace of mind. If you are interested in learning more, contact us for a chat.  We are confident you will find it valuable, even if we agree not to go forward together. Book a free consultation with an Independent Financial Adviser ![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)**  [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?hsLang=en) [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/)