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Chris Gilmour

Strategy First Financial Planning Pty Ltd

Silver
8 Yrs Experience
Brookvale, NSW 2100

One’s financial wellbeing comes second only to our health, and I’d argue that one impacts the other. Improving your financial wellbeing is the goal of every interaction I have with you.

My style of advice comes with a combination of knowledge and robust financial strategy, bringing in complexity only when required, with the personal aspect of wanting your experience to be as valuable as possible. My clients will attest to the fact I will always spend the time required to ensure they have a level of knowledge, understanding and confidence to take positive steps forward. An approach revolving around you, with a focus on understanding and confidence, is a great foundation for building Trust and a rewarding long-term relationship.

Working in an Independent advice business with like-minded people (your Team), where we are only paid by our clients, means I can sit on the same side of the table as you, providing high quality and impartial advice, with integrity, professionalism and transparency. This is the perfect recipe for you to achieve your preferred future and tackle life's challenges, in a partnership where everything is about you.

If you are interested in seeking quality and independent advice, from someone willing to invest the time into listening to and understanding you and your family, please reach out via email to have an initial consultation. If we’re a good fit and I can help, fantastic. If I can’t help directly, I will assist in pointing you in the right direction to get the help you need. What’s there to lose?

My fees

I offer a free initial consultation for potential new clients. Get in touch

As an Independent financial advice practice, we have always charged a professional fee for service as opposed to percentage-based fees or product commissions. We are solely paid by our clients, meaning we can sit on the same side of the table as our clients, with integrity, honesty and transparency.

At a glance

  • Adviser status Silver
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Strategy First Financial Planning Pty Ltd

Suite 55, Ground Floor, 117 Old Pittwater Road
Brookvale, NSW 2100

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Strategy First Financial Planning Pty Ltd

AFSL 290771