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.