Business Details
21 Years
experience
Your Trusted Partner for Independent Financial Planning
Established in 2005, Strategy First has been dedicated to providing independent financial advice that prioritises client needs. Our fee-for-service model ensures transparency and eliminates conflicts of interest, a principle we've upheld since our inception. With over 100 years of collective experience, our team of 15 professionals, including five senior financial planners, specialises in creating tailored strategies that evolve with clients' changing life stages.We focus on three pillars of financial wellbeing: emotional value through genuine relationships, financial value via holistic planning, and portfolio value through disciplined investment philosophy. As an Australian Financial Services Licence holder (No. 290771), we maintain strict compliance while delivering advice aligned with our core values of empathy, authenticity, and accountability. Our client-centric approach has fostered long-term relationships with over 370 families, professionals, and business owners across Sydney's Northern Beaches and beyond.
Services
Financial Planning
Wealth Management
Investment Advice
Retirement Planning
Tax Strategies
Estate Planning
Risk Management
Superannuation Advice
Business Succession Planning
Cashflow Management
Details
- Year established: 2005
Highlights and features
- We operate on a transparent fee-for-service basis since 2005
- Our team has 100+ years of collective financial advisory experience
- We maintain strict independence with no conflicts of interest
- We focus on holistic financial wellbeing through three core pillars
- Our investment philosophy consistently outperforms market benchmarks
Associations and certifications
- AFS Licence No. 290771
What people say
Independent advice
Consistent results
Personalized service
Proactive support
Market outperformance
Services
BUILD Financial Plan
Designed for high-achieving 25-35 year olds with up to $500k in assets, this foundational plan establishes financial security through tailored strategies. Includes comprehensive planning, pay-as-you-go services, and educational sessions to build wealth from the ground up. Ideal for professionals seeking structured financial foundations.
LIVE Wealth Management
Comprehensive financial guidance for prosperous 35-50 year olds with $500k-$2MM in assets. Features semi-annual reviews and ongoing support to achieve mid-term objectives. Focuses on wealth accumulation and protection through strategic investment management and personalized financial strategies.
PROTECT Estate Planning
Tailored estate planning services for self-funded retirees with $2MM+ in assets. Provides multi-generational wealth transfer solutions and ongoing stewardship. Includes advanced tax strategies, asset protection frameworks, and intergenerational financial planning to preserve family wealth.
Investment Management
Active portfolio management combining strategic asset allocation with disciplined risk control. Utilises a proven investment philosophy focused on long-term objectives rather than short-term market fluctuations. Delivers consistent, benchmark-beating returns through diversified investment solutions.
Retirement Planning
Specialised guidance for 50-60 year olds transitioning to retirement. Covers income stream optimisation, tax-effective withdrawal strategies, and estate planning. Ensures financial security throughout retirement while maintaining capital growth potential.
People
David Price
Director
Co-founder with 20+ years' experience in financial planning, specialising in strategic investment philosophy and long-term wealth creation. Leads client relationships and investment decision-making.
Rhys Phillips
Director
Senior financial planner focusing on client relationship management and holistic financial wellbeing. Brings strategic oversight to the firm's advisory services and team leadership.
Questions
What is independent financial advice?
Independent advice means we have no conflicts of interest and provide recommendations solely based on your needs, without receiving commissions or incentives.
How do your fees work?
We operate on a transparent fee-for-service basis with agreed-upon costs before work begins. Initial consultations are free of charge.
What areas do you service?
We primarily serve Sydney's Northern Beaches including Brookvale, Manly, and Avalon, with clients across greater Sydney.
How are you different from other advisers?
We maintain strict independence under the Corporations Act, with a proven investment philosophy focused on long-term objectives rather than market trends.
What experience do your advisers have?
Our team has 100+ years of collective experience managing $845 million in client assets, with five senior financial planners and 15 support staff.
Reviews (2)
Alexis Harborth
Feb 21, 2021
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Positive:Professionalism,Responsiveness,Value
StrategyCorps is amazing. The people are friendly, helpful, and knowledgeable.
StrategyCorps is amazing. The people are friendly, helpful, and knowledgeable.
Bryan Clagett
Aug 24, 2019
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StrategyCorps offers a great way for financial services companies to de-commoditize their products. Banks and credit unions need to build more value and set themselves apart, particularly as new entrants to the market threaten their very existence.
