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.

Can I Borrow From My Pension?

By Robert Schwarz, Financial Planner
Your pension is designed to provide you with a steady income in retirement. ...
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How Much Can I Pay Into My Pension?

By Anthony Villis, Managing Director
Many people put off pension planning until later in life. Sometimes this is for ...
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Your Financial Planning Questions Answered

By First Wealth Team
The impact of the Coronavirus has been felt far and wide. In times like these ...
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What I've Learnt From Being A Financial Coach

By Anthony Villis, Managing Director
Anthony recently took part in a coaching webinar for advisers who are looking ...
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Top tips for staying calm in today’s markets

By Anthony Villis, Managing Director
At times like this, it is sometimes worth reminding ourselves that it is this ...
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Financial Planning - Why doesn’t everyone do it like this?

By Scott Millar, Financial Planner
I joined First Wealth back in 2018 and started within the industry after ...
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First Wealth Why Day 2020

By Anthony Villis, Managing Director
Every January we hold the First Wealth Why Day. It’s the perfect opportunity to ...
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Entrepreneurs, it’s time to be more Pirate!

By Robert Caplan, Financial Planning Director
I read a great book last summer called Be More Pirate, by Sam Conniff Allende. ...
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How To Invest A Large Cash Lump Sum Safely

By Anthony Villis, Managing Director
Investing a large cash sum safely in the short term – what are the options? ...
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