At Strategy First we work with you to create a big vision around your financial objectives and then develop a comprehensive and integrated financial management system to put your plan into action. We believe in a big picture, long-term view and take a holistic approach to financial advice, helping you take steps towards your preferred future.
Services
Our philosophy is first to understand you as an individual investor with your unique perspective in relation to the rewards and risks of investing. We balance out the risk of not earning adequate returns over time with a structured approach to wise investment choices, to give you the best chance of meeting your financial goals.
Established in 2005 by directors David Price and Patrick Anwandter, Strategy First has been a privately owned fee-for-service practice from day one. Recognising the negative effects that conflicts of interest have had on the industry, Strategy First was established to provide strategic advice and to protect clients from any conflicts of interest.
All client meetings will be conducted by phone or video-conferencing unless they are mutually agreed to be conducted in person. Our offices will be functioning on minimal staff as we have encouraged staff to work from home and most have chosen to do so. When you need to exchange documents with us, we ask that you send these to us via email as first preference.
Our experienced and knowledgeable advisers are here to help you achieve your financial goals. Patrick was named as one of the Top 50 Financial Advisers in The Australian and Barron's 2017 research. He is also a Finalist for ifa Excellence Boutique Advice Firm and Practice Principal of the Year for 2017.
We're all about making your life easier. Our advice process has been tailored with that in mind to provide maximum simplicity and flexibility to you. Getting to know you, your goals and making you feel comfortable will be our first priority. Our team of advisors will then discuss how we can help to achieve both your short-term and long-term objectives to get you to the finish line.
