We are a fiduciary but at PFW this principle runs deeper than a simple legal concept. We aim to be a force for good in the world; externally and internally, organizationally and individually.
We are confident and forthright. We serve expats and expats are bold. We take calculated risks to further our objectives, push boundaries, serve more expats and change more lives. We grow from our mistakes and we know that it is all part of the journey.
We are committed to having fun along the way. We want our clients to look forward to interacting with us. We do important work, but we want to enjoy the journey.
We believe most issues arise because of poor or insufficient communication and most issues can be solved by better, more open, more honest and more frequent communication.
Plan First Wealth exists to change lives – our clients’, our colleagues and our own.