About our Wealth Management

The Cornerstones of Our Success

Wealth Management

We listen to our clients to establish their financial goals, then partner with them to develop bespoke wealth and investment management strategies, as well as identify viable investment opportunities to help preserve and grow their wealth. We combine timely and relevant advice with astute investment management practises to deliver superior service, whilst providing seamless access to their investment portfolios to allow for monitoring and decision making. Getting started is easy! All you need to do is contact the Wealth Management Team by email at:.

History and Heritage

Legacy instrumental in helping communities and businesses develop and prosper for more than 50 years.

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Why Choose US

That’s why we’re here. We aim to inspire ideas, create confidence and give you the freedom to live life. With the ability to tailor our services to meet your exact needs, we’ll help you plan, create and maintain a lifestyle you love.
We’re driven, dynamic and determined – and we delight our clients with our passion and enthusiasm for what we do. We work hard, but you won’t find us pulling 80-hour weeks or surviving on coffee. Our families and our lifestyle are precious to us – we’re sure you can relate.
We’ve turned the traditional approach to financial planning on its head and created a holistic service that aims to enrich your life – both now, and in the future.

What We Do

Checking Account

Stay flexible with FirstExpress Bank Advantage Banking

Savings Account

Savings made simple and rewarding.

Credit Cards

Find the perfect credit card from among our most popular options.

Home Loans

Whether you’ve found your dream home, or you’re securing your forever home.

Auto Loans

Get a low rate on purchase, refinance and lease buyout loans.

Investing

Enjoy a streamlined investing experience with Merrill Edge®.

Our management Executives

Saber Daghari

Managing Director

Peter Williamson

Manager Accounts

Laura James

Director Foreign Operations

Rosy Paul

Head, Human Relations

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