Brand profile · Financial Services

Strategy First

Strategy First is a Financial Services brand in Sydney, NSW. Ownership is privately held; it publishes at strategyfirst.com.au. It holds one address on record, all in Australia. The record counts 17 people. Tagged smsf advice, strategic planning and estate planning. It is listed alongside six similar brands, mostly in Financial Services.

strategyfirst.com.au LinkedIn

Profile live Privately Held Founded 2005 1 office country
Counted staff
17
self-reported 11–50 band
Founded
2005
21 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Our mission is to encourage you to dream a little to set your financial goals, then help you develop a structured plan around smart financial decisions to achieve your aspirations.

We build a partnership based on trust, so you can feel confident you have a plan in place to achieve the objectives that matter to you, both now and in the future.

We implement a structured monitoring and review system to measure success and refine your strategy as the investment environment changes.

Specialties

All 10 specialties
  • Strategic Planning
  • Wealth Transfer
  • Aged Care
  • Risk Management
  • Estate Planning
  • Financial Capital
  • Human Capital
  • SMSF Advice
  • Mortgages & Debt
  • Tax & Business Advice

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AUSuite 55, 117 Old Pittwater Road Brookvale; Sydney, NSW 2100Primary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Strategy First?

The record holds 17 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Strategy First have offices?

One address on record, Australia only. Primary: Suite 55, 117 Old Pittwater Road Brookvale, Sydney, NSW 2100.

Has Strategy First raised funding?

None linked to this brand.

What does Strategy First list as its specialties?

Ten tags on the brand's own list, among them smsf advice, strategic planning and estate planning.

Which companies are listed alongside Strategy First?

Six peer profiles on record: 2M Financial Group and Eagle Financial Business Accountants.

What is Strategy First's website?

strategyfirst.com.au