Who we are
Strategy First Financial Planners Pty Ltd (Strategy First) is a boutique financial planning firm dedicated to helping clients build wealth, achieve their goals, and secure their financial future with confidence and peace of mind. With a combined experience of more than 40 years in the financial services industry, owners and directors Caue Rodrigues and Leanne Brown lead the business with a shared commitment to delivering advice that is strategic, transparent, and deeply personal.
Founded more than 33 years ago by Greg Willey, Strategy First has grown from its beginnings into a respected and trusted name in financial advice. Following Greg’s retirement, Caue and Leanne proudly continue his legacy, carrying the business forward with the same integrity, care, and dedication that have always defined its approach.
Strategy First is an independent financial adviser practice, a distinction held by less than 1% of all financial planners in Australia. Independence means we are free from the influence of external parties and conflicts of interest, and our professional advice is based on a fee-for-service agreement. It allows us to access the full range of financial products and strategies available in the market, ensuring that every recommendation is objective, personalised, and made purely in the client’s best interests. This reflects our unwavering commitment to transparency, integrity, and trust.
We believe that financial planning is about more than numbers. It is about understanding people. Every client has unique goals, aspirations, and challenges, and our role is to design strategies that reflect those individual circumstances. By combining technical expertise with genuine care, we develop solutions that simplify complexity, empower decision making, and evolve as life changes.
At Strategy First, we focus on building long term partnerships grounded in trust, clarity, and open communication. Our clients value the confidence that comes from having a dedicated team guiding them through the intricacies of investment, superannuation, tax, estate planning, and wealth management. Whether advising individuals, families, SMSFs, companies, or trusts, we ensure that every recommendation is thoughtful, tailored, and aligned with our clients’ broader financial journey.
We exist for clients who want more than standard advice, those who seek a strategic partner to help them navigate complexity, unlock opportunities, and achieve lasting financial success.
Caue Rodrigues is Owner and Director of Strategy First Financial Planners Pty Ltd (SFFP), bringing more than 20 years of experience in the financial services industry. With strong academic foundations and a deep understanding of wealth management, Caue has built a career helping individuals, families, SMSFs, companies, and trusts make informed financial decisions that align with their goals.
Caue specialises in investment strategy, financial modelling, and comprehensive portfolio management. He is known for creating tailored solutions that reflect each client’s unique objectives and circumstances. His approach combines technical expertise with a genuine commitment to understanding what matters most to his clients, enabling him to design strategies that support both immediate needs and long-term aspirations.
As an owner of SFFP, Caue is deeply involved in both the strategic direction of the business and the delivery of personalised advice. He is dedicated to building enduring client relationships, ensuring that every strategy is implemented with precision and regularly reviewed to adapt to changing conditions. His passion for guiding clients through complex financial landscapes has earned him a reputation as a trusted adviser and strategic partner in wealth creation and preservation.
Outside of work, Caue is a devoted family man who enjoys travelling, staying active, and seeking new experiences. He brings that same curiosity and energy to his work, always striving to help clients achieve the financial confidence and freedom to live life on their terms.
Caue Rodrigues
Director / Principal Financial Adviser
Caue Rodrigues
Director / Principal Financial Adviser
Caue Rodrigues is Owner and Director of Strategy First Financial Planners Pty Ltd (SFFP), bringing more than 20 years of experience in the financial services industry. With strong academic foundations and a deep understanding of wealth management, Caue has built a career helping individuals, families, SMSFs, companies, and trusts make informed financial decisions that align with their goals.
Caue specialises in investment strategy, financial modelling, and comprehensive portfolio management. He is known for creating tailored solutions that reflect each client’s unique objectives and circumstances. His approach combines technical expertise with a genuine commitment to understanding what matters most to his clients, enabling him to design strategies that support both immediate needs and long-term aspirations.
As an owner of SFFP, Caue is deeply involved in both the strategic direction of the business and the delivery of personalised advice. He is dedicated to building enduring client relationships, ensuring that every strategy is implemented with precision and regularly reviewed to adapt to changing conditions. His passion for guiding clients through complex financial landscapes has earned him a reputation as a trusted adviser and strategic partner in wealth creation and preservation.
Outside of work, Caue is a devoted family man who enjoys travelling, staying active, and seeking new experiences. He brings that same curiosity and energy to his work, always striving to help clients achieve the financial confidence and freedom to live life on their terms.
Leanne Brown
Director / Principal Financial Adviser
Leanne Brown is Owner and Director of Strategy First Financial Planners Pty Ltd (SFFP), bringing more than 20 years of experience in the financial services industry. Her career began in 2004 as a receptionist in a financial planning practice — a role that sparked a passion for helping people build financial confidence and set her on the path to becoming a trusted adviser. After years of dedicated study while raising two children, she became a qualified Financial Adviser in 2016.
Leanne believes financial planning is about more than investments. It’s about understanding people, building trust, and creating strategies that give clients clarity, confidence, and peace of mind. She takes the time to understand each client’s goals and challenges, tailoring advice that aligns with their needs while simplifying complex financial decisions into clear, actionable steps.
At SFFP, Leanne plays an active role in guiding the firm’s direction and delivering holistic advice that considers investments, tax, estate planning, and lifestyle objectives. Her focus on building long-term relationships and providing ongoing support ensures clients feel informed and secure as their circumstances evolve.
Leanne’s warmth, empathy, and commitment to client success define her approach. She values the meaningful connections she builds with clients and takes pride in being a trusted partner who helps them achieve their financial goals and navigate life’s planned and unexpected changes.