Dream   |   Plan   |   Achieve

 Our very own – Patrick Anwandter – has been nominated as
One of Australia’s Top 50 Financial Advisers
in The Australian Newspaper.

The Top 50 survey undertaken in association with Barron’s covers everything
from financial performance, to credentials, education and charitable work.
The research aims to provide clients with a selection of quality advisers
and to establish a benchmark for a high standard of client care that all advisers can emulate.


Strategy First has also been nominated as:
Boutique Advice Firm of the Year – 2017 Excellence Awards
*  Practice Principal of the Year – 2017 Excellence Awards
by IFA (Independent Financial Adviser) publication.
These awards recognise the top financial professionals in Australia
on the basis of high performance of various business, innovation and client service metrics.

We are glad to be singled out as a high quality financial advice practitioner
that has the best interests of clients at the centre of our business.

Tahir was nominated in the top 3 in Australia
for the “Paraplanner of the Year” award
at the 30th Annual Money Management Awards, May 2017.
When you work with us, you partner with a firm whose fee for service approach
ensures your best interests come first.
We will develop and implement a clear and effective strategy
that makes the most of your current financial position, as well as providing for the future.
We do the work so you don’t have to.
You will have a relationship based on trust.
Our partnership will leave you feeling confident you have a plan in place
to achieve the objectives that matter to you, both now and in the future.


Client Testimonial

Dear Patrick,

I wanted to let you know that my retirement is now formalised!!!
I will be on the Board and will be treated as an employee of the holding company.
That simplifies things a lot.   Soon my golf will improve, my trips overseas will increase
and I will have more time to relax with family and friends.

I very much appreciate your good advice enabling me to keep us in the lifestyle to which we are accustomed.

Kindest personal regards
Warren Davison