StrategyFirst

Bring all aspects of your finances together in one App for a complete picture of your financial world.

Strategy First’s innovative portal integrates feeds from all your assets and liabilities real-time, so you can track performance against goals and create the best chance of achieving your wealth aspirations.

Smarter Financial Management:

> Net worth tracking real-time on your mobile

> Cashflow updates with the auto-categorisation of income and expenses

> Digital document signing. Quick, easy and secure

> Connect with your Adviser for advice

> All your financial info stored in one place

> Anytime, anywhere access from your desktop, tablet or mobile

> Tax time made easy with secure cloud access

> Bank level security

> Multifactor authentication for peace of mind

> Safe ‘read-only’ service. No transactions through App

> Notifications so you never miss a deadline

> Add your home or investment property for monthly valuations, integrated rent statements, tools for depreciation schedules, equity estimates & borrowing capacity

This dashboard tool is designed to track your financial performance and can be used in conjunction with our Wealth Achievement Program. Ask about our comprehensive financial planning service that includes investment strategy design, ongoing advice, accountability on progress, assessment of legislative implications and the opportunity to leverage market threats and opportunities.

Dream a little to set your financial goals… and then develop a structured plan around smart financial decisions to give the best chance of achieving your ambitions.