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.