We’re your personal CFO.

Our mission.

We help our clients safeguard their assets, plan for the future and fulfill their dreams. By taking time to first understand and appreciate their life circumstances and priorities, we can then provide practical financial advice and strategies that close the gap between their reality and their dreams for tomorrow.

Our vision.

We envision that our clients will move forward in their lives with confidence in their financial decisions and that we will remain their trusted partner throughout all life’s stages. We also envision that the Life First Advisory brand will symbolize ‘people before product’ for years to come.

Our methodology.

5-step process

We use a 5-step process that starts with a Discovery meeting. Through a specially designed series of questions, we’re trying to get at the core. Who are you? What’s important to you? What are your values and motivations? By getting a comprehensive overview of what you are trying to accomplish for yourself and your family, we can determine where we can have the greatest impact to support you in your goals. We’re happy to take you through this process, so you can have the experience of it all.  

There is no pressure, we can decide to take it from there if you find that our service is beneficial and we will only proceed if it’s win-win.