How we help

Our Services

Create a happy life filled with purpose

We’re on a mission to improve your financial wellbeing by helping you live life on your terms.

Your financial plan will balance your goals and responsibilities, put you in control of your finances and ultimately your future. Giving you complete peace of mind that you will be okay, no matter what happens.

Take a look at some of our services below and see how we can help you.

Why First Wealth

We’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.

  • trophy2-whiteChartered Financial Planning Firm of the Year 2021/22
  • shield-check-whiteTrusted financial planner to 590 families
  • leaf-whiteCertified B Corp
  • shutter-whiteDriven by purpose, not just profit
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