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
- 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.I have been dealing with Harro Wennrich through all aspects of my financial life cycle over the last 10 years and cannot recommend him highly enough. He diligently established prudent levels of personal insurance covers and provides us with ongoing superannuation advice. He personally assisted me with various personal insurance cover claims over the past few years. He has been there to assist, advise and make sure these where all assessed and paid to give us peace of mind and financial security in a difficult time in our lives. Harro and the team are professional, responsive and timely in all aspects of their advice.Paul & Jodie
- Never ever, ever, since we have been dealing with Jared Casement, have we ever gone to bed worrying about money. You take care of our financial planning affairs fully – thank you!Vin and Therese
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.