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.

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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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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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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The First Wealth Guide for Business Owners – Part 1 – Starting Up

By Robert Schwarz, Financial Planner
The impulse to start a business can spring from anywhere. You might have a ...
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5 Things To Ask Your Financial Adviser

By Scott Millar, Financial Planner
If you’re reading this article then you have likely already engaged the ...
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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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Skilled Financial Coaching – It’s A Game-Changer

By Anthony Villis, Managing Director
We work in a people-focused profession and we’re always thinking of ways we can ...
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It’s Time to Ask Ourselves – What Matters Most?

By Anthony Villis, Managing Director
“Things are not always what they seem; the first appearance deceives many; the ...
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