Helping you take control
At First Principles Financial Planning, we believe that good advice starts with understanding what matters most to you. We take the time to listen, to understand your goals, and to help you make confident, informed decisions. Our focus is on building the right structure and strategy around your needs—so that your financial plan supports the life you want to live, not the other way around.
Enjoying life now and in the future
Financial planning isn’t just about preparing for the future—it’s about making the most of today. That’s why we aim to create a partnership for life. Our objective is not simply to grow your wealth in the future, but to help you enjoy it in the present. We help you make sense of your options, clarify your priorities, and put in place a plan that gives you confidence and peace of mind.
When specialist skills are needed
Some life events call for more than just good advice—they require specialist knowledge and a coordinated team. When needed, we work closely with your lawyer, accountant, and other professionals to ensure you have the benefit of the right expertise and a unified approach.
In the same way, we recognise that aged care advice is different. It often arises unexpectedly, involves complex family and emotional considerations, and requires a deep understanding of government rules, care options, and funding strategies. As an Accredited Aged Care Professional™, Tony Brosnan brings advanced skills and experience to guide families through these decisions with care and clarity. Aged care advice follows a distinct process—one that’s tailored to your circumstances and focused on achieving the best possible outcomes for your loved ones.
Trust and transparency
We believe trust is earned through openness and integrity. That’s why we’re transparent about how we work, what we charge, and what you can expect from us. We’ll always explain things clearly, answer your questions honestly, and make sure you feel comfortable with every step of the process.
Fee for advice
We operate on a fee-for-advice basis, which means our recommendations are driven solely by what’s best for you. There are no hidden commissions or product-based incentives—just clear, professional advice designed to help you achieve your goals.