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Financial planning with purpose

From scaling to exit, helping bring your vision to life

A partner for your personal planning and protecting what matters

Protecting your financial future so you can enjoy life

Not your average financial advisers

Financial planning is about more than making money –it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management

First Wealth exists to help you do just that We’re on a mission to improve your financial wellbeing and happiness by helping you live life on your terms We’ll work with you to identify what you want out of life and create a plan to get you there

Which leaves us with one question, what else do you want to do with your life?

We're the Chartered Financial Planning Firm of the Year

In November 2021 First Wealth was named Chartered Financial Planning Firm of the Year by the Personal Finance Society This is the Champions League of awards for our profession and we couldn’t be more proud! To be recognised for the services we provide to our clients, Financial Planning, Wealth Management and Financial Coaching is fantastic

The judges commented “First Wealth proved genuine client centricity, unparalleled investment in its people and an ongoing quest for innovation and improvement ”

We're a Certified B Corp

First Wealth is a Certified B Corp; a business for good that balances profit with the environment, our clients, our community, how we run the business and the needs of our team

We founded the company in the aftermath of the 2008 financial crisis – on the premise that there had to be a better way of doing things

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