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.

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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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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Top tips for staying calm in an uncertain market

By Anthony Villis, Managing Director
At times like this, it is sometimes worth reminding ourselves that it is this ...
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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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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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Commercial Property Fund Suspensions

By Daniel Evans, Technical Analyst
Bricks and mortar property fund suspensions. Again? Really? The recent ...
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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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Embrace 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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