Dream.
Plan.
Achieve.

We offer a comprehensive range of services to businesses and individuals wanting to take more control of their financial lives and achieve their dreams. We are the one stop shop – your first avenue. We draw on the combined resources of integrated and experienced practices.

Achieve your dreams

At First Avenue Wealth, we make it our priority to simplify your financial life so that you can spend more time doing what you love. We have decided that no matter what, you and your dreams come first.

Accounting

More than just numbers

Financial Planning

Planning for your future needs

Loans

Strategic lending advice

Our team

Our greatest asset is our team. We draw on the combined in-house resources of experienced and qualified experts.

Sam Rawson
Sam RawsonPrincipal | CA Accountant
Samuel is a qualified Chartered Accountant who has been in the industry for over 20 years. With a wide range of expertise in all matters of taxation and accounting.
Jared Casement
Jared CasementCFP® | Mortgage Broker
Jared is one of our directors, he is head of our planning department. With over 20 years in the industry, Jared holds expert knowledge across all aspects of Financial Planning
Steve Johnson
Steve JohnsonPrincipal | CPA Accountant
Steve is a CPA qualified accountant with over 20 years’ experience. He is passionate about helping people manage their finances across all areas of tax including SMSFs.
Jeremy Morrison
Jeremy MorrisonCertified Financial Planner®
Jeremy has an extensive history in delivering personal financial advice outcomes. He is passionate about assisting his clients to overcome the financial hurdles that they are facing.
Harro Wennrich
Harro WennrichCFP® | Mortgage Broker
Harro is one of our directors, he is head of our lending department. Harro has 20 years’ experience in the financial services industry and 15 years as a Mortgage Broker.

Passionate – Dedicated – Professional

What people are saying

Nothing makes us happier than hearing how happy we make you

Jeremy, thank you for your professional assistance and guidance in the navigation of the complicated path of setting up our retirement funds.

We could never have managed this on our own. Very little effort was required on our part, whilst you carried out the necessary actions to achieve the best financial outcome for Robyn and me. Thank you for your support, we can now confidently journey on into retirement. Our questions were answered respectfully and with patience.

You have been a great help and comfort to us during this transition into retirement.

Allan Ballard

My husband and I have used Harro Wennrich through all steps of our financial life cycle to date including when we bought our first investment property, our family home, our superannuation funds and more recently our estate plan.

We highly recommend using Harro Wennrich and First Avenue Wealth for professional, financially savvy and strategic advice. Not to mention, Harro and the team are approachable, responsive and open to answering all your questions.

Shereen

Your first avenue to peace of mind. Your first avenue to purchasing your first home. Your first avenue to wealth creation. Your first avenue to your next holiday.Your first avenue to peace of mind. Your first avenue to purchasing your first home. Your first avenue to wealth creation. Your first avenue to your next holiday.

How can we
help?

Let’s talk, no obligation.

03 9874 5511

630 Mitcham Road,
Mitcham, VIC 3132

info@firstavenuewealth.com.au

First Avenue Wealth Office