One of our key goals at First Wealth is to build a community amongst our clients, our team members and other businesses that support is in our day to day endeavours. We’re keen to promote the diversity of the clients we work with and share their stories.
Most financial planning ultimately comes down to the question ‘what matters most to me’? What are the things I value most and how do I prioritise these in my life.
Everyone is different, and everyone has different goals, but the sense of togetherness in striving towards something that matters is incredibly powerful. We want to build on this sense of community as we grow. We plan to use the Client Stories as a fun way of sharing people’s views on life and money, their hopes and fears for the future and what matters most to them.
We hope you like the short trailer of what’s to come. I want to take this opportunity to thank again the clients who have volunteered their time to help us launch this Clients Stories. If you would like to volunteer to be involved in future videos, we’d be delighted to hear from you.
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.
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