First Chapter Financial Planning

At First Chapter, we are a team of experienced financial planners, tax planners, asset managers, and consultants dedicated to helping individuals and small to medium-sized business owners achieve their lifetime dreams, aspirations, goals, and desires. Our team has developed a unique 'Six Step Process' to help our clients determine their 'number', which is the amount of money or value of assets they require to enable and maintain the lifestyle they wish to lead.

Our Philosophy

Our philosophy is simple: we believe that the most suitable client advice can be given only once time and effort has been invested in getting to know our clients, what they are trying to achieve, and the purpose of their objectives. We take the time to fully understand our clients' goals and aspirations, and then work with them to create a plan that fulfils their objectives. We partner with our clients to implement their plan, ensuring that they receive the most appropriate solution for their circumstances.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our services include:

• Life Planning: We help our clients determine what is truly important to them and establish a clear understanding of their lifetime dreams, aspirations, goals, and desires.
• Tax Planning: Our team of experts will work with you to minimise your tax liability, ensuring that you keep more of your hard-earned money.
• Asset Management: We provide investment strategies tailored to our clients' individual needs, ensuring that their assets are working towards achieving their goals.
• Consultancy: Our experienced consultants will work with you to identify areas for improvement in your financial situation and provide guidance on how to achieve your objectives.

Private Clients

We understand that each individual has unique financial goals and aspirations. Our team will work with you to understand your objectives and create a personalised plan that addresses your specific needs. Our services for private clients include financial planning, wealth management, tax planning, and asset management solutions.

Corporate Clients

As a business owner, you have unique financial challenges and opportunities. Our team will work with you to understand your business goals and create a tailored plan that complements your private client requirements. Our services for corporate clients include business and financial solutions, tax planning, and asset management.