The First Wealth Blog

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

Fees: How Much Are You Paying?

By Anthony Villis, Managing Director
Followers of the financial news will have seen that transparency has become a ...
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My Sabbatical Experience

By Zoe Raynsford, Paraplanner
After five years service at First Wealth we are each presented with the ...
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My Summer Internship Experience

By Sam Hurst
Having recently completed a summer internship programme with First Wealth, I ...
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The First Wealth Guide for Business Owners – Part 3 – Selling Up or Handing Over

By Robert Schwarz, Financial Planner
In the third and final part of the First Wealth Guide for Business Owners, we ...
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Evidence-Based and Passive Investing – What's the Difference?

By Daniel Evans, Technical Analyst
Systematic vs. Judgemental Following the roll out of our new Evidence-Based ...
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First Wealth's Guide for Business Owners – Part 2 – Running the Day-to-Day

By Robert Schwarz, Financial Planner
Welcome to part two of our three-part guide for business owners, covering ...
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How Financial Planners Increase Wellbeing

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