Independent Financial Advisors
our missions
Our mission is to empower clients with clarity, confidence, and strategies that place their goals at the heart of every decision. Through personalised advice, transparent communication, and long-term partnerships, we simplify complex financial decisions and deliver tailored solutions that help clients build wealth and secure their financial future with confidence and peace of mind.
Retirement Planning
Helping you build a clear strategy to achieve financial security and comfort in retirement.
Self Managed Superannuation Funds
Guiding you through the setup, management, and compliance of SMSFs for greater control over your super.
Direct investments
Providing tailored advice on shares, property, and other assets to align with your goals and risk profile.
Portfolio Management and Review
Monitoring and adjusting your investments to keep them on track with market changes and your objectives.
Strategic Financial Planning
Designing tailored financial roadmaps that integrate all aspects of your financial life, structuring strategies to maximise tax efficiency, achieve your goals, and deliver lasting outcomes with clarity and confidence.
Estate and Succession Planning
Ensuring your wealth is transferred smoothly and tax-effectively to future generations.
Disclaimers
The information on this website is provided for general information purposes only. It is not intended as financial product advice and should not be construed or relied upon as such. Before making any financial commitment, you should seek independent advice from a qualified financial adviser. Otherwise, you may risk making a financial decision that is not appropriate to your needs, which could result in financial loss or detriment.
The information on this website is current as at the date of publication. While we have taken reasonable care in preparing the content, it is subject to change without notice. Strategy First Financial Planners Pty Ltd (SFFP) is under no obligation to update you on any changes. We do not guarantee the accuracy, timeliness, or completeness of the information and materials contained on this website.
To the maximum extent permitted by law, SFFP (including its directors, employees, and representatives) accepts no liability for any loss or damage, however caused, that may be suffered directly or indirectly as a result of reliance on any information or material on this website.
We retain the intellectual property in all of the material on our website, to the extent that we have created that material. You may only access and use this content for personal, non-commercial purposes, unless you have received prior written approval from us. Any other use, reproduction, or copying of this website or its contents is prohibited, except where permitted by law.
General Advice Warning
The information provided on this website (including newsletters and articles) is general in nature only. It has been prepared without taking into account your personal objectives, financial situation, or needs. Before acting on any information on this website, you should consider its appropriateness with regard to your own objectives, financial situation, and needs. Otherwise, you may risk making a financial commitment to a product or service that is unsuitable for your circumstances, potentially leading to financial loss or detriment.