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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.

Your Money Team - A Year In Review

By Hannah Thorp - Head of Marketing
How many times can you read the same doom and gloom headlines? Or talk about ...
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Meet The Team: Rob Bell

By Robert Bell - Financial Planner
At First Wealth, we recognise that our team is our biggest asset, and we expect ...
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What’s the Best Way to Pass Money to My Kids?

By Anthony Villis, Managing Director
A Guide to Intergenerational Tax Planning (2020/2021)
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6 Ways to Kickstart Your Children’s Financial Future

By Anthony Villis, Managing Director
It’s not easy to discuss financial matters with loved ones but we are here to ...
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Factfulness Can Fill 2021 with Perspective and Possibility

By Anthony Villis, Managing Director
I like to think of myself as a ‘glass half-full’ type of person, but it’s easy ...
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Meet The Team: Caroline Johnpulle

By Caroline Johnpulle - Technical Analyst
At First Wealth, we recognise that our team is our biggest asset, and we expect ...
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Becoming a #NETZEROHERO

By Hannah Thorp - Head of Marketing
We believe that our business is stronger than ever due to our unwavering ...
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Our Journey to Certified B Corp

By Anthony Villis, Managing Director
We're incredibly proud to announce that First Wealth has become a Certified B ...
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I’m worried about my parent’s health. What planning can I do?

By Claire Phillips, Financial Planning Director
It’s not easy to discuss financial matters with loved ones and when failing ...
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