We know who we are best suited to help and we give them all our energy.
Wealth Accumulator It’s all about income.
Wealth Manager Make the most of what you have.
Across both 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 – Want a long-term partnership.
Professional outsourcers – understand the benefit of expert advice.
Respectful– of all members of our team.
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.
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.
