- Credit Cards
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Products & Services
At First Wealth, we give access to over 3,600 high profile Wealth Management products that have been expertly selected to preserve, protect and enhance wealth.
Our Product range includes:
- Equity Funds
- Bond Funds
- Hedge Funds
- Real Estate / Private Equity Funds
- Capital Guaranteed Notes
- Coupon Paying Notes
- Equity Participation Notes
- Commodity Notes
- Fixed Deposits
- Dual Currency Deposits
- Term Insurance & Savings Plan
Our broad range of powerful Wealth Management services is designed to perfectly fit every individual wealth creation goals.
Investment-based retirement planning
A secure retirement plan gives great peace of mind and confidence in the future. The Certified Wealth Manager will help structure a solid financial plan that ensures that our customers' portfolio meets their particular retirement objectives.
By understanding every financial need, we can help our customers explore investment alternatives that will best protect their existing wealth.
Borrowing to invest
Borrowing to invest, or gearing, can be a powerful means to build wealth. It allows increasing the ability to create wealth by enabling a higher level of investment than would otherwise be possible.
Wealth transfer & Portfolio consolidation
Our wealth management solutions go beyond geographic boundaries to accommodate wealth transfer facilities giving direct access to customer wealth, helping them to consolidate their portfolio under one account for easy access and transfer.
If required we can also help you with the many aspects of succession planning; from assisting, to maximizing legacy for future generations via introduction to Trust services.
Talk to First Wealth today
For inquiries, assistance and information call your Certified Wealth Manager anytime on 800 wealth 932584, 24 hours a day 7 days a week or e-mail us at firstname.lastname@example.org
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