The First Wealth Blog

Our work comes with the sound reassurance of knowing we’re leaders in our sector

What’s important to you is important to us. Here’s our latest thinking on finance, business, lifestyle, travel and more.

Evidence-Based and Passive Investing – What's the Difference?

By Daniel Evans
Systematic vs. Judgemental Following the roll out of our new Evidence-Based ...
Read More

First Wealth's Guide for Business Owners – Part 2

By Robert Schwarz, Financial Planner
Welcome to part two of our three-part guide for business owners, covering ...
Read More

How Financial Planners Increase Wellbeing

By Anthony Villis, Managing Director
Earlier this month, I attended the Inaugural Financial Wellbeing Conference in ...
Read More

Let's Talk About Money, with Zanna van Dijk

By Robert Caplan, Financial Planning Director
Last week we held our inaugural ‘Let’s Talk About Money’ event hosted by First ...
Read More

Here’s Why We’ve Embraced Evidence-Based Investing – Download our Guide Today!

By Anthony Villis, Managing Director
At First Wealth, we never stop looking for ways to improve. How can we enhance ...
Read More

Disruptors: Ed Williams, Candy Kittens

By Scott Millar, Financial Planner
In the first instalment of our ‘Disruptors’ series, we sat down with Candy ...
Read More

First Wealth’s Guide for Business Owners – Part 1 – Starting Up

By Robert Schwarz, Financial Planner
The impulse to start a business can spring from anywhere. You might have a ...
Read More

Ask the AI Expert – Part 3: Risk, Regulation and Integrated Services

By Anthony Villis, Managing Director
Welcome to Part 3 of our ‘Ask the AI Expert’ series. If you missed them, click ...
Read More

Ask the AI Expert – Part 2: Quants, Agriculture and Entrepreneurs

By Anthony Villis, Managing Director
Welcome to Part 2 of our ‘Ask the AI Expert’ series. If you missed it, click ...
Read More

To discuss how we can tailor our services to meet your needs, please get in touch

Contact Us