FIRSTUNITY is a boutique financial advisory firm providing bespoke wealth management services to affluent individuals, families and Non-For-Profit organisations. We are in the unique position of being able to combine significant experience, networks, relationships and opportunities in an objective manner to meet the requirements of our clients.
How We Operate
We ensure that all aspects of our clients' affairs, as individuals and family groups are effective, organised and coordinated. Our service integrates all aspects of wealth management including strategic planning, investment advisory, portfolio administration and reporting, product development and tailored solutions.