About Us
Firstunity was created by like minded financial advisers who wanted to run a client-first advice business free of institutional shareholdings and culture. We knew by putting clients interest first above shareholders, short term targets and other vested interests the firm would be successful. Adviser ownership alignment was also crucial as long term client success needs long term adviser tenure.
How We Operate
We aim to be different from our larger corporate peers. We are the type of firm where people remember who you are when you arrive for a meeting. We do not compromise on delivering top-tier solutions and advice, and we have the collective expertise to deliver on it. Our team’s length of tenure is very long and this longevity matches our longstanding client relationships. We are young enough to go the distance for our clients and see the plan executed in full or the assets pass to the next generation. We are approachable and personable - by moving our clients closer to achieving their goals every day, we ensure that we always put their success first.