National Award-winning financial advice

State region award-winning financial advice

First Class Wealth’s philosophy begins with finding where our clients are in their lives and where they want to be in the future. We value the importance of a serious, trusting, and professional relationship between adviser and client, believing the best results are achieved only when both parties are in it for the long term.

It’s a process that’s been praised by our clients and commended by the profession. First Class Wealth has been recognised and awarded National New Practice of the Year by AMP Financial Planning in 2014, finalist in 2015 and winning in 2016, as well as National New Adviser of the Year for our director Scott Miller.

This is what we believe

We all want a fun and fulfilling life with unique experiences and great memories. Money assists in attaining these life experiences. It’s our key to travel, to explore, to enjoy.

Money is the catalyst that makes these moments possible, but life is so much more than a number on a bank statement. At First Class Wealth, we believe our role is to help you achieve goals and create memories, not just manage your money.

We want you to live your life to the fullest, to make memories that are priceless. We aim to enable these experiences, while keeping a focus on your long-term financial prosperity.

We understand it can be constricting to live with debt, so we provide a comprehensive solution to debt management.

We protect and build your wealth with intelligent investment strategies tailored to your situation and goals, so you don’t have to constantly worry about your financial security.

We offer superannuation and retirement planning so you can have peace of mind knowing that your future is in good hands. We manage, protect, and grow your wealth. So you can live your life. 

We strive to further your life, not just your bank account.


Services to further your life

 

Throughout our years of financial advisory experience, we've devised and continually refined an effective and efficient project timeline. Of course, every client is unique, so our team has the expertise and ability to adapt our process as needed. But this timeline represents a solid starting point for a long-lasting relationship. 


ADVICE TIMELINE

 

Discovery
Meeting 1

This is where we get to know you, and you get to know us. It’s filled with questions and ideas and fruitful dialogue. We find out where you are in life and where you want to be: your goals, your values, your dreams. 

 

Proposal
Meeting 2
1 week later

Now that we have a firm understanding of you and your context, our team explore the strengths, weaknesses, and opportunities in your financial situation. We then present you with a comprehensive proposal detailing where and how we can help. 

 

Advice
Meeting 3
2 to 4 weeks later

Following the proposal, we complete our research and solidify our knowledge of your financial needs. Now we can discuss and develop specific strategies to improve your financial standing. We’ll meet with you and explain our work, and provide you with a formal document of advice. 

 

Implementation
1 to 10 weeks later

Now we go and do the work. In this stage, we manage the execution of your financial strategy, closely monitoring the process and anticipating opportunities and issues. How long this takes will depend on the breadth of the project. We’ll make sure you’re always up to date on the progress. 

 

Partnership

This, we believe, is the most important stage. We continually monitor your financial standing in an ever-changing world. We believe an ongoing relationship with you is the only way to ensure you’re always getting the best advice and utilising every opportunity.

 

Ed

"Scott's knowledge and expertise in his field have been nothing but exceptional.  His guidance towards my needs has put me at ease with my future security and has made me feel comfortable that I've always made the right decisions.  Scott also goes above and beyond, extending my knowledge about investments and upcoming strategies that will better improve my situation.  Thanks Scott!"

 

 

George & Ekin

"My partner and I have been with Scott for the past two years. Scott is an absolute professional and adds a personal touch to his services so that you never feel like you are just another portfolio. He provides a service that is tailored to your needs and no questions are ever left unanswered..."
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Ali

"Scott Miller from First Class Wealth was recommended to me by a friend to arrange my finances and insurance structures. From out first initial consultation meeting Scott was clear, honest and understanding. He took the time to demystify and clarify everything to me..."
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We are always striving to help improve our community by offering charitable support and sponsorships.

We are proud supporters and sponsors of Crohns and Colitis Australia, The South Sydney Rabbitohs and the Highlands Youth Dance Project run by Pointe Dynamic Arts.  


 

 

Call us at 02 8315 2162

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