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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

OUR SERVICES

Maximising your financial freedom

LIFE STAGES

Financial goals for your life stage

SERVICE PACKAGES

Customised to suit you

PLANNING PROCESS

Create the right strategy

How can we help you?

Get in Touch
Transparent

We operate in an open environment that provides complete and total transparency.

Reliable

We are by your side every step of the way and strive for life-long relationships.

Service

We will exceed your expectations with our professionalism, accountability and great service.

Experts

Our advisers are fully qualified Certified Financial Planners (CFP) with over 15 years experience.

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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 | Mortgage Broker

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

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Jenny McLellan
Receptionist

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
to

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 Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995 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 Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995, AFSL number 230323 an Australian Financial Services Licensee with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.