Life. What do you want from it?
Born on the 12th of August, year of the Tiger. You were cradled and rocked by Grandma, Grandpa, aunts and uncles. A red egg celebration.
At 6, you saved all your pocket money for Sweden, which turned out to be a worthy investment. You’re the school country eraser King.
Your first crush. Requited.
The joy of that 1st paycheck.
Spent on fancy mooncakes for the family.
Maybe you fall in love with the stranger in your Salsa class. You definitely teared at your best friend’s wedding.
You beam at your younger sister, decked out in her graduation robes. You bring your parents to Hawaii, the forgotten honeymoon.
They’ve never splurged on themselves.
The 1st time your baby called you Mama.
That little foot, that little laugh of joy.
You sit in your garden, listening to birdsong. Your daughter comes home from college overseas, Phi Beta Kappa.
You finance your friend’s first movie. You buy your son his Holy Grail watch. You read about a stranger’s plight and become a benefactor. And maybe.. you buy a football club.
You meet up with old school friends, you sing, you shout, reminisce about the old days. The sun comes up.
These are the moments that make a life - and your wealth is simply there to support them. At Life First Advisory, we take a lifelong approach to wealth, guided by what matters most to you.
Wealth exists to serve a life well lived.
A well lived life looks beautiful - but it’s not always simple. Life gets busy. Wealth drifts. What once served us can quietly become our master.
Wealth management should always put Life first.
Bring wealth back to duty: fund the three flags. Decide the rules once; follow them calmly.
How we operationalise this
1.Discovery
Thoughtful conversations to understand your life, priorities and financial landscape. This becomes your Life-First Plan-on-a-Page, a clear snapshot of where you are and what you want.
2. Plan Design
We translate your goals into a personalised wealth strategy - grounded in your guardrails, and reflects your values, needs and vision for the future.
3. Implementation
A plan only works when it’s put into action. We consolidate, organise and structure your assets under cohesive oversight - turning your strategy into measurable progress.
4. Check-Ins
Life evolves - and so should your plan. We meet regularly to track your milestones, review your progress and refind your strategy so you stay aligned and confident as life unfolds.
5. Advanced Planning
As your needs get more sophisticated, we expand into tax, estate and legacy planning and other advanced areas to achieve your aspirations.
Case Studies - what we’ve achieved for our clients, and how
Life Transitions
Through thoughtful, structured conversations, we built a deep understanding of Dorothy’s life — her values, motivations, hopes, and priorities. This is where clarity began for Dorothy.
Stewardship
With a clear picture of Mike’s goals, we diagnosed his situation and designed a personalised wealth plan optimised for his life. The result was a clear, actionable and disciplined strategy, grounded in discipline — a plan built to grow with Mike.
Lifestyle Design
A great plan means little without execution. We brought Priscilla’s strategy to life by consolidating and organising her assets under Life First’s oversight, ensuring everything worked together cohesively rather than in fragments.
What’s truly important for you?
Wealth should serve your life, with purpose, care, and perspective.
At Life First Advisory, we take the time to understand your world, bring clarity to complexity, and thoughtfully coordinate the decisions that shape your financial life — not just today, but across the years and generations ahead.
Our work is guided by deliberate planning, ongoing dialogue, and disciplined decision-making.
We work with professionals, business owners, and families who value clarity, discretion, and a long-term partnership.
This level of care is often reserved for a select few.
We believe it should be available to those who share this perspective, beyond the size of their wealth.
Changes you can expect on Day 1 working with us
You gain clarity - your Plan-on-a-Page and a review cadence.
We get to work - executing, refining and managing your strategy, so your wealth stays in service of your life.