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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.

A Day In The Life: Claire Phillips

By Claire Phillips, Financial Planning Director
Our Compliance Director, Claire Phillips, shares what a typical day is like in ...
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Is the cryptocurrency craze just history repeating itself?

By Anthony Villis, Managing Director
Bitcoin has been seeing more than its fair share of headlines in recent months, ...
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What the future of financial planning should look like

By Anthony Villis, Managing Director
First Wealth attained B Corporation (B Corp) certification in August 2020.  
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How much does a financial planner cost and what do I get?

By Scott Millar, Financial Planner
“How much does a financial planner cost?” is a reasonable and obvious first ...
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Does Cryptocurrency Have A Secure Future?

By Robert Schwarz, Financial Planner
Cryptocurrency has regularly hit the headlines in recent months, primarily due ...
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8 Practical Ways to Improve Your Financial Wellbeing

By Claire Phillips, Financial Planning Director
Financial wellbeing allows you to enjoy life without constant daily worry and ...
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How First Wealth Puts Financial Wellbeing At The Heart of Financial Planning

By Robert Schwarz, Financial Planner
Financial wellbeing is one of five core elements that make up your overall ...
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Meet The Team – Tim Ross

By First Wealth Team
Tell us about your role. I am a Certified Financial Planner at First Wealth. My ...
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What Is Financial Wellbeing?

By Scott Millar, Financial Planner
Financial wellbeing is how people feel about the control they have over their ...
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