Increase your revenue, create efficiency and depth, and improve your client retention.
To put simply, we transform practices. Our uniquely designed software ASENDIUM, automates the generation of your Terms of Engagement, Fact Find, Strategy Paper and File Notes to provide you a robust and comprehensive solution for your practice.
We are fastidious to the point of obsession – even down to that single word that you use in a sentence, everything has a place. We know this could be what the auditor picks up or the client construes in a different meaning, so we take no chances – it’s about getting every aspect right from A to Z, every time.
First Class Wealth has been featured in Money Management, Adviser Voice, Risk Info and the Financial Observer. We are the professionals that professionals go to, when they need to step up to the next milestone in their business.
Reinvigorate your practice with our Product Guides
The First Class Wealth Guides are proven processes which protect you at all times, provide an abundance of content for your financial advice documentation, all the while improving your profit margin through the extensive nature of the Guides.
The First Class Wealth Guides are an all-encompassing collection of financial planning knowledge, designed to suit small to medium-sized practices. It doesn’t matter if you’re a veteran or just starting out, the Guides contains everything you need to convey your value, increase your fees through the density of your research and scale your practice for success and longevity.