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 Venice, the forgotten honeymoon.
They’ve never splurged on themselves.
The 1st time your baby called you Papa.
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.
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.
Case Studies: what we’ve achieved for our clients, and how
Dying with Zero
With retirement two years away, this client had the means, but not the clarity. We kept essential protection in place and moved from an insurance-heavy approach to a balanced wealth plan, reallocating some savings for long-term growth. It gave her the assurance to start spending without losing the comforts that mattered.
Steady Hands
A multi-generational family business wanted continuity for the wider family, without the complexity. We took on management of investable assets for two holding companies. Through purpose-led rebalancing and right-sizing cash for working capital, we aligned the portfolio to the business owners’ goals, freeing their time to focus on the core business.
Built to Give
A well-resourced young family wanted the confidence to live generously and serve through change. With two children, supporting a parent, and significant ministry commitments, they wanted a plan that can flex if they choose to step back from work. We helped them grow resources for purposeful giving, with options protected for the seasons ahead.