For retirees
For retirees
This is your time to stop working and start living. Whether you choose to spend your time travelling, having fun with your family, giving back to your community or even helping an entrepreneur along the path is up to you. We’ll guide you every step of the way – helping you strike the balance between protecting your finances and enjoying a fulfilling retirement.
You want to enjoy life knowing your finances are in safe hands.
You want to protect your assets without impacting your plans.
You want expert advice and guidance, not the hard sell.
Our three step plan for success is super simple: It’s about getting to know you; building a financial plan to achieve your objectives; and keeping you on track. That’s it.
This is your financial plan; it’s about your life, your retirement, your family and your long term goals. We set up conversations to understand your objectives and your motivators, built around a process called Life Goals®. This step is about asking questions and identifying the things that matter most to you.
“I want to retire, be comfortable in my skin, be comfortable about what we are spending and know that at the rate at which we live, nothing’s going to run out.”
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“I think at First Wealth, I’ve got a really strong sense, a trust if you like, that they’re really taking the time to get to know me and they want to put in place a really important plan.”
Read moreWe’re a financial planning firm and a certified B Corp. We are committed to changing financial futures and our profession for the better. So let’s talk about your financial plan. And what it’s going to do for you.
Chartered Financial Planning Firm of the Year 2021/22
Trusted financial planner to 590 families
Certified B Corp
Driven by purpose, not just profit
Chartered Financial Planning Firm of the Year 2021/22
Leading Adviser Practice 2019
Leading Adviser Practice 2017
Adviser of the Year 2016
Our Financial Planners are ready to help. Just let us know your name, number and the best time to call.
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