Our Process

Our investment advice: 5 steps to financial freedom

Step 1: Set up your initial consultation

Book an obligation free initial consultation with one of our Brisbane based investment advisers. We will discuss your current financial status and financial goals, as well as suitable strategies and products that will suit your needs.

Step 2: Implement financial strategies

We will suggest a range of financial strategies that you can implement to meet your financial goals and increase your financial freedom. These strategies may include: debt reduction, tax minimisation and residual income.

Our Process | Financial Advisor | Financial Planner Brisbane | Client First Group

Step 3: Aim for affordability

We will set reasonable and timely financial goals that are suited to your budget and lifestyle. Our investment advisers will encourage you to live within your budget as you build your wealth and will never stretch you beyond your means.

Step 4: Build your investment portfolio

At Client First Group, we believe in proven property investment plans that can build wealth through compound growth and passive income. We will also give you advice for purchasing properties that are sound and stable investments.

Step 5: Make time work for you

As your financial journey evolves we will revisit your financial strategies to ensure they stay relevant and profitable. Our investment advisers will encourage you to commit to your investments for as long as possible to guarantee you the best returns.

Client First Group can help you plan & manage your financial needs now - and into the future.

How We Work

Our name says it all.
We put our clients and their futures first.

Nothing Upfront | Financial Advisor | Financial Planner Brisbane | Client First Group

Nothing Upfront

There are no upfront costs or membership fees when working with us. Just good old fashioned advice and guidance to get you on the right track.
Obligation Free | Financial Advisor | Financial Planner Brisbane | Client First Group

Obligation Free

Your initial meeting to discuss your opportunity is obligations free and we are more than happy to come to you at a time that suits.
Targeted Approach | Financial Advisor | Financial Planner Brisbane | Client First Group

Targeted Approach

We want to understand your individual position and needs. This is how we tailor a game plan to suit you specifically.