Get to know First Avenue Wealth
Dream. Plan. Achieve.
Life is busy, time is precious and managing finances can be both complicated and overwhelming. That’s why 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.
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 in-house resources of integrated and experienced practices, including:
The advantage of this business approach is our depth of experience and the combined problem-solving capabilities we can quickly draw on and utilise to focus on your personal circumstances.
Our Value Proposition
Transparent
We operate in an open environment that provides complete and total transparency.
Quality
We will exceed your expectations with our professionalism, accountability and great service.
Reliable
We are by your side every step of the way and strive for life-long relationships.
Community
We are committed to helping and supporting our local communities, and our client's chosen charities.
Dreams
You matter to us. Helping you with your dreams is our priority.
Honest
We are committed to the provision of quality service, with integrity and honesty.
Simple
We want to work together to educate you, and make complex simple.
Convenient
Our team consists of Accountants, Planners, Brokers and Bookkeepers all conveniently in the one spot!