Our Mission
We strive to provide complete service solutions for all your financial needs, delivering convenience, simplicity, and time back to do what's really important to you.
Our Values
- Quality: We will exceed your expectations.
- Simplicity: We make complex things simple.
- Transparency: We operate in an open environment.
- Dreams: Your dreams are our priority.
- Convenience: We are all in one spot.
- Reliability: We strive for life-long relationships.
Who We Are
First Avenue Wealth is a team of experienced professionals with a passion for helping individuals and businesses achieve their financial goals. We offer a comprehensive range of services, designed to empower you to take control of your financial future.
Accounting
- Business Accounting
- Self-Managed Super Fund
- Personal Tax
Financial Planning
- Financial Advice
- Life Stages Planning
- Discovery Meeting
Financial Services
- Loans & Lending Services
- Home Loans
Our Team
Led by experienced professionals, we have a diverse team of experts including:
- Sam Rawson: Principal and CA Accountant
- Harro Wennrich: Mortgage Broker and CFP
- Jeremy Morrison: Certified Financial Planner and CFP
- Steve Johnson: Principal and CPA Accountant
- Jared Casement: Mortgage Broker and CFP
- Naf G: Operations Manager
- Suzanne Wood:. and more!
Our Approach
We believe in building strong relationships with our clients based on trust and open communication. We take the time to understand your individual needs and goals, before developing a tailored plan to help you achieve them.
Our Commitment
We are committed to providing our clients with:
- Quality: Professional expertise and attention to detail
- Simplicity: Straightforward explanations and accessible information
- Transparency: Open and honest communication
- Convenience: Seamless and efficient processes
- Reliability: Consistent support and ongoing guidance
Overall Impression
The reviews are overwhelmingly positive, praising the expertise and professionalism of the team at First Avenue Wealth, particularly Jeremy Morrison, Harro, Sam, and Jared. Clients appreciate the team's caring and understanding approach, ongoing support, and attention to detail.
Reception of Financial Advisers
The financial advisers, Jeremy Morrison, Harro, and Jared, are consistently praised for their exceptional advice, knowledge, and dedication. Clients appreciate their ability to understand their unique financial needs and provide tailored guidance.
Accounting Services
The accounting team, led by Sam, is also commended for their prompt and efficient services, with clients appreciating their thoroughness and expertise.
Professionalism and Communication
The reviewers highlight the team's professionalism, approachability, and excellent communication skills, stating they are a joy to deal with.
Results and Outcomes
Many reviewers mention feeling confident and secure about their financial future, thanks to the team's guidance and support.
