We’ll work with you to understand what your ideal lifestyle looks like, how much it’s going to cost and what’s really important to you. Our detailed cash flow modelling will create confidence by identifying what you need to do to make sure that you never run out of money, whatever happens. We’ll invest your capital at the right level of risk, providing a guaranteed income to meet your necessity expenditure and a flexible income for luxuries such as holidays, all paid on a frequency that matches your lifestyle.
Our annual review meetings give you the reassurance that everything is on track and your plan is working…so you’re free to enjoy your retirement.
I needed to sort out my financial situation with retirement approaching. Within six months, my wife and I had a financial plan for the future in place, my assets had been restructured and the worry of a large liability has been cleared… everything was explained clearly and handled efficiently. My financial worries are now a thing of the past.
Extremely thorough and very knowledgeable…First Wealth investigates the options then explains them in a manner which is understandable for the layman. My investments have been well thought through and have delivered a good return.