Zoe is a Senior Client Relationship Manager with over 20 years’ experience working alongside Robert Caplan at First Wealth.
She holds a Certificate in Financial Planning and plays a central role in supporting the advisory team.
Her focus is on ensuring everything runs seamlessly for clients. From onboarding new clients to coordinating portfolio reviews, Zoe acts as a key liaison between the Financial Planner and clients, building strong, trust-based relationships while delivering a consistently high level of service.
Alongside her core role, Zoe organises company events that reflect First Wealth’s culture, from team activities to wider social initiatives. She is also part of the team behind the First Wealth Women’s Network — a growing community designed to connect and support women.
Client Relationships
Acting as a key liaison between the Financial Planner and clients throughout their journey with First Wealth. Building the strength of these relationships, resolving queries and maintaining high service levels.
Financial Planning Liaison
Acting as a trusted person bridging the gap between financial institutions and helping our clients journey to achieving their goals.
Annual Allowance Coordination
Servicing as a main point of contact, co-ordinating to ensure clients maximise annual allowances in a timely manner within regulatory deadlines.
Women’s Network Lead
Creating and growing the First Wealth Women’s Network to support women, improve representation in financial services and hosting events to engage and connect women.
Best thing you ever spent money on?
My first house purchase at 21
Holiday destination?
Thailand
Superpower?
Sleep – don’t overestimate the power of resetting body health and brain
What did you want to be when growing up?
A weather girl
Spender or saver?
Both! Caution for security while enjoying life
