Leanne Brown

I began my professional career in the financial industry as a receptionist at a financial planning practice in 2004. At that time, I did not realize this role would mark the beginning of a successful career as a Financial Adviser. Transitioning from the hospitality sector, everything was new to me, and I was initially uncertain about the role of a Financial Adviser.

The experience I gained from that point forward proved invaluable to my professional development. I learned extensively about the industry and the benefits that a financial planner can provide to clients and the community. It became clear that this was the path I wanted to pursue. I dedicated myself to studying and my career goal of becoming a Financial Adviser.

My dedication was truly rewarded when I became a Financial Adviser in 2016, after years of studying while raising two children and managing family responsibilities.

To me, being a Financial Planner is about more than just numbers and investments. It’s about understanding my clients, earning their trust, and providing them with peace of mind. My role is to assist them in achieving their goals and empower them to have confidence in their life journey.

I take pride in offering a high level of service and distinguish myself by dedicating time to understand my clients, their needs, and their aspirations. I provide strategies tailored to guide them effectively. Financial planning can be complex, but I strive to communicate clearly using the appropriate terminologies and examples, ensuring that clients understand the procedures and strategies, and feel comfortable and confident throughout the process.

I distinctly recall a client who believed they lacked sufficient funds for retirement and continued working. After we developed a comprehensive plan that assured their financial security, they gained the confidence to retire comfortably. A few months into retirement, they were transformed—expressing immense relief and gratitude for finally being able to enjoy this phase of their life.

At Strategy First Financial Planners, we prioritize strategy above all else, adopting a holistic approach that considers not only investments but also the impact on tax and estate planning. We are committed to acting in the best interests of our clients across all areas.

As a boutique financial planning practice specializing in SMSFs, we have an SMSF Specialist Adviser in-house, while I am working towards obtaining my CFP designation. We place great emphasis on creating a family-like atmosphere, ensuring that clients feel comfortable from the moment they walk through our doors and confident in the expertise of the entire Strategy First team.

I understand from personal experience that life can present challenges. During these times, I want my clients to know that I am committed to providing assistance and support in every way possible. My goal is to be a reliable partner who helps navigate both the anticipated and unexpected aspects of financial planning.