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Interested in becoming a client? Book a 30-minute video call and we’ll answer your questions.
Simply select the time that works best for you and we’ll send you an invite to join a video call.

We can cover a lot in half an hour

Build a basic lifetime cashflow model.

Use our Life Goals app to identify what matters most to you.

Discuss the benefits of evidence-based investing.

Our Process

“Rob and his team at First Wealth have been incredible, offering our family relaxed yet highly knowledgable investment advice. They have been highly responsive and have done the seemingly impossible – which is make the complex world of finance approachable and intelligible. From our first meeting, I gained the strong sense that ethos is to prioritise your needs on an individual basis, rather than maximise their own bottom line. From what I have seen so far, I would highly recommend First Wealth.”

Toby McMillan

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