National Award-winning financial advice

State region award-winning financial advice

Sydney’s Award-winning financial advisors

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 financial adviser and client, believing the best results are achieved only when both parties are in it for the long term.

We’re financial advisors who want to help you grow your financial future.

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. As one of Sydney’s leading financial planners, First Class Wealth wants to continue helping our clients across northern Sydney, from Bowral to Mittagong, grow their financial positions in the coming years.

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, and Sydney isn’t the cheapest city to live in, a healthy bank balance is something the measurable improves your love of life.

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 can help you manage your portfolio from investment properties to shares and everything in-between.

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, SMSF funds and retirement planning so you can have peace of mind knowing that your future is in good hands. Whether you want to settle down in Surry Hills, Bowral, Mittagong, north Sydney, or anywhere else in the world, we’ll help you achieve your retirement goals. 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 one of our Sydney clients 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 great advice and utilising every opportunity.

With offices conveniently located in Sydney’s CBD, we see clients from Surry Hills, Bowral and Mittagong to northern Sydney and beyond. Organise an initial consultation today.

 

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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