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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.

Financial Wellbeing - More Than Just Asset Growth

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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The Future of Our Profession

By Anthony Villis, Managing Director
It’s no secret that today, as humans we’re living longer than ever before. ...
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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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How to Become Wealthy

By Robert Caplan, Financial Planning Director
Last month I was invited to speak at a Young Jewish Care event in the City of ...
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Feminism in Finance Brings Balance that’s Better for Everyone

By Robert Caplan, Financial Planning Director
A couple of weeks ago, we marked International Women’s Day. Like a lot of men, ...
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Ten Reasons Why You Don’t Need a Financial Adviser

By Anthony Villis, Managing Director
As independent financial planners, it’s common for us to hear all sorts of ...
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Why I’m Proud To Be a Young Financial Adviser

By Scott Millar, Financial Planner
Being a young financial adviser is different. You may not notice it at first, ...
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