Client Stories

Meet Andrew McCoig

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“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. That’s the greatest fear I think for anyone.”

Andrew McCoig
Client since 2009

Andrew's story

Family man, entrepreneur, pilot, wine connoisseur, traveller, foodie!

My relationship with Andrew and his family started at my previous company, so Andrew became one of our first clients when we formed First Wealth. So much has happened in that time, including a very dramatic and significant financial crisis. It’s been a privilege to look after Andrew and his family for all these years.

Always fun, always offering great breakfasts and honest feedback at our meetings, Andrew was an excellent choice to kick off our Client Stories.

Andrew describes First Wealth as LIBERATING.

This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

Entrepreneurs

Andrew describes First Wealth as liberating

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Anthony Villis

Anthony is the Managing Director of First Wealth, a financial planning company he set up with Robert Caplan after the financial crisis, on the premise that there had to be a better way of doing things. In 2021 First Wealth was named Chartered Financial Planning Firm of the year, the Champions League of awards in our profession!