Brisbane · Australia-Wide

Strategic Financial Planning & Advice

Because good business and personal financial decisions can only be made when you see the big picture.

We offer free 15min no obligation initial appointments.

The Problem We Solve

When Things Look Fine, But Don't Feel Clear.

From the outside, your financial life can look well put together. A steady income. A growing business. A home, a family, responsibilities being met. You made decisions along the way, and for the most part, they were good ones.

Over time though, things started to disconnect. Each piece makes sense on its own, but the overall direction is no longer clear. That’s where a strategic approach to financial planning becomes important.

Our Approach

A More Connected Way to Approach Financial Planning

Most financial advice is delivered in individual parts.

Each one is handled separately, and often by different people. But real clarity comes from understanding how they all work together. At You First Financial Group, we take a different approach.

As part of our financial planning work, we bring everything together into one clear, connected strategy.

We call this our One Stop Desk™ approach.

It allows you to step back, see the bigger picture, and move forward with confidence.

You don’t need more information. You need more clarity.

Who We Work With

Different Stages.
One Question.

People come to us at different points in life. Some are starting something new. Some are building momentum. Others are thinking about what comes next. On the surface, their situations look different. But the underlying question is always the same.

Where am I actually heading?

Starting a business and wanting to get the foundations right.
Buying a home and making sure it fits into a longer term plan.
Raising a family and thinking about protection, structure, and future options.
Or stepping into a new phase of life and wanting direction.

Our Services

What We Help With

We don’t start with products or services.

We start with the end in mind. Taking you from where you are, to where you want to be.

Our aim is to provide the clarity you need to feel in control of your financial future.

Financial Planning

We create a clear, long term strategy so your decisions are working in the same direction

Tax & Accounting

We structure things properly so you can manage your obligations in a way that supports your broader plan

Mortgages & Lending

We help you make considered borrowing decisions that fit within your overall strategy, not just the immediate need.

Business & Structuring Advice

We support business owners with the right structures, decisions, and direction as they build and grow.

Superannuation, SMSF, Investments & Direct Shares

We make sure your long term assets are aligned with your goals, your timeframe, and your broader financial position.

Personal Insurance

We put the right protections in place so that what you are building is not left exposed.

Our Founder

Meet Cecil Grimmer

Cecil Grimmer founded You First Financial Group to bring a more thoughtful and connected approach to financial advice.

With a background across banking, tax, and strategy, he works with people who have built something solid but want to make sure it is all heading in the right direction.

His focus is simple. To help you step back, see your big picture, and move forward with clarity.

Client Stories

What Our Clients Say

Outstanding and realistic advice about every aspect of life. My personal life (across two countries) to a dream business is carefully discussed, planned, and then executed. I would be lost without them.

~ Paul R.

You First are an exceptional team of advisors for all your financial needs.They have never let me down. Those colleagues and friends I have recommended You First to have thanked me.

~ Kim B.

Very friendly and very knowledgeable about everything financial. You First has helped us a lot.

~ Angel M.

Clarity Starts With a Conversation

Stepping back and taking a more strategic view of your life is the first step towards financial clarity.