Your First Avenue to Wealth Creation
Financial Planning may not sound very exciting, but here at First Avenue Wealth we will tell you otherwise! The reality is that when it comes to your finances, effective and strategic planning is the key to living a happy and fulfilling life.
Proper financial planning means that you are free to say yes to that overseas holiday, yes to buying your own home, and yes to a financially secure and enjoyable retirement.
Planning for your future needs
Maximising your financial freedom
Financial goals for your life stage
Customised to suit you
Create the right strategy
We operate in an open environment that provides complete and total transparency.
We are by your side every step of the way and strive for life-long relationships.
We will exceed your expectations with our professionalism, accountability and great service.
Our advisers are fully qualified Certified Financial Planners (CFP) with over 15 years experience.
Whatever your dream may be
Financial Planning Team
If you’re after helpful advice, friendly service and proven finance expertise, look no further than the First Avenue Wealth team.
What Our Clients Say
- ‘ Harro’s genuine concern, empathy and professional understanding for my illness were welcomed at a very tough time and his professional approach to all matters relating to the processing of the claim was expedited without delay. He contacted the insurers on my behalf and promptly followed through with all queries and concerns I may have had with utter clarity and thoroughness. All of which gave me peace of mind when it was most needed. 'Steven"I have known Harro since 2014, when it was recommended (after taking-out a hefty mortgage as a single mother) that I see a financial advisor. It was the best advice I could have ever heeded. Harro consolidated my superannuation, set me up with one of the best Income Protection and TPD policies available, along with some Trauma cover. Thank goodness I did! In 2015, just a year after Harro had organised all of my finances I was diagnosed with a debilitating, incurable and progressive disease! Money and financial support was one thing that I need not worry about, as Harro had this sorted. I could focus on my diagnosis without financial stress, as he managed the claims keeping me in the loop on a regular basis. I wouldn’t have a roof over my head and been able put food on the table if it weren’t for the advice that Harro had provided me. Today, 5 years on I still see Harro. He helps me with my tax & ongoing financial advice, and is always ringing me just to see how I am. I’d hate to think where I would be (or if I’d even still ‘be’) if it weren’t for his hard work, knowledge, dedication and compassion. I couldn’t recommend him enough.Sam
- Jared Casement has provided us with Self-Managed Super Fund advice for over 10 years, during which time we have appreciated his advice and heeded same to our steady benefit. Our Fund is travelling well, and we are very pleased with our position after the 12-year life of our fund. In addition to his advice, he and First Avenue attend to the management of the administration of the fund to relieve us of this chore. Very happy and comfortable with Jared and First Avenue.John & Daphne RMy 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
- We’ve been clients of Harro Wennrich at First Avenue for many years. The advice and attention to detail we’ve received has always been first class, whether it be refinancing property loans, working through superannuation options or building a future nest egg.Anne-Marie & Grant.
Any advice on this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Please note that GWM Adviser Services Limited is not responsible for the advice and services provided by First Avenue Bookkeeping Pty Ltd, First Avenue Accounting Pty Ltd and First Avenue Lending Pty Ltd.
Casement Financial Planning ABN 98 614 659 871 and First Avenue Advice ABN 75 614 539 445 T/A First Avenue Planning, are Authorised Representatives of GWM Adviser Limited, ABN 96 002 071 749, an Australian Financial Services Licensee with its registered office at 105-153 Miller Street North Sydney NSW 2060.