• a shared vision

    To continue the search for excellent global investment solutions and to apply them with caution to meet the needs of our clients, supporting those solutions with a dedicated ongoing administrative and advisory service of the highest standard.

    SERVICESINVEST NOW
  • strategic
    financial
    planning

    Ensure that you have a sound strategy in place, and watch your wealth creation take flight.

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  • a collective skill set

    Winning the race is often a matter of having the right levels of skill, knowledge and experience.

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  • managing risk

    In the world of investments, risk is inseparable from performance and, rather than being desirable or undesirable, is simply necessary.

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  • the investment process

    On the road to financial wellbeing, support is vital, every step of the way. Asset management is at the core of the business activities of FIRSTGLOBAL.

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  • a proven recipe

    We may not be able to get certainty, but we can get probability,
    and half a loaf is better than no bread. – C.S. Lewis

    ASSET MANAGEMENT
  • a breeding ground for success

    Wealth creation is well entrenched in our company DNA.

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  • a matter of trust

    After all is said and done, trust comes down to knowing your investment adviser will be there through the ups and downs.

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  • a sense of family

    Our family helps you to provide for yours. The purpose of the family office is to effectively transfer established wealth across generations.

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  • an eye for opportunity

    Focusing on quality, seeking an optimal and sustainable balance between
    clients’ needs and matching the right solution to those needs.

    INVESTMENTSOUR FUNDS
  • results follow perseverance

    Getting to the finish line has everything to do with
    training, determination and motivation.

    INVESTMENT PERFORMANCE
  • the value of time in the market

    Ensuring that your valuable assets improve with age.

    RISK MANAGEMENT
  • The Firstglobal Group Board of Directors


    DIRECTOR’S PROFILES

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AN INVESTOR’S GUIDE TO
FINANCIAL WELLBEING

The FIRSTGLOBAL GROUP, founded in 2001, renders financial planning and investment services to high net worth private clients and small to medium enterprises.

FIRSTGLOBAL networks with a number of top firms, both nationally and abroad, to add to its own intellectual capital, experience and research.

We operate from seven offices in the following cities across South Africa:

CAPE TOWN | DURBAN | JOHANNESBURG | PRETORIA | RICHARDS BAY

All member firms are independently owned and managed by individuals, all with in excess of 15 years’ professional experience in the financial advisory and investment market environment.

INSIGHT INTO THE FIRSTGLOBAL BUSINESS AND OUR INVESTMENT PHILOSOPHIES

Our business is about people and building long-term relationships with our clients and their families. We wish to share not only our service offering and business principles, but also more about the directors behind the business, and how our hobbies and other passions in life reflect on our professional approach and attitudes as they relate to our day-to-day work.

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