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

How can we help you?

Get in Touch

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.

Harro Wennrich
Certifed Financial Planner

Harro is one of our directors, he is head of our lending and planning departments. With over 15 years experience…

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Jared Casement
Certified Financial Planner

Jared is one of our directors, he is head of our planning department. With over 15 years in the industry,…

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Robyn Murphy
Client Services Manager

Robyn is the backbone of the Financial Planning and Lending departments. She always provides a high level of professional service…

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Jenny McLellan

Jenny is our much-loved receptionist who has been working in her current role for 17 years so she brings a…

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What Our Clients Say

    Let us be your first avenue
having the retirement that you want buying your first home booking that dream overseas holiday starting up your own business

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.