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.

The ‘Are You In?’ Movement

By Anthony Villis, Managing Director
First Wealth are delighted to announce we will be the first corporate supporter ...
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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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Leaving a Lasting Legacy – #WhatMattersMost

By Robert Caplan, Financial Planning Director
    Earlier this month we launched our commitment to What Matters Most. It’s ...
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Why Entrepreneurs Need a Business Continuity Plan

By Anthony Villis, Managing Director
Starting your own business takes drive, determination and a great deal of ...
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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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Behavioural Finance, Part 10: Next Steps – How we apply the Insights of Behavioural Finance

By Anthony Villis, Managing Director
Welcome to Part 10 of our Behavioural Finance series. This is the final, ...
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Humans Under Management: Making Behavioural Finance Relevant

By Anthony Villis, Managing Director
I was honoured to be invited by my good friend and leading financial planner ...
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Five Tips for Physical and Financial Fitness

By Kerry Burgess, Practice Manager
As the saying goes, ‘the first wealth is health’, but it’s usually not until ...
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8 Simple Rules to Help You Plan, Save and Invest

By Robert Caplan, Financial Planning Director
“It was overwhelming. It seemed as if everyone contradicted one another. And ...
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