Flexible retirement planning
First comprises a suite of international superannuation and pension funds designed to facilitate flexible retirement planning for individuals and employees working and/or living across multiple jurisdictions.
First plans are particularly suitable as a mechanism for expatriate and internationally mobile executives to accumulate retirement savings in a single flexible and tax-efficient structure pending their retirement in third countries.
Successfully operating for over twenty years
First funds have been operating successfully for over twenty years and are governed by well accepted and approved trust deeds and organisational structures.
The trustee is based in New Zealand which is a politically stable and well-regulated jurisdiction.
An innovative solution to restrictive provisions
First funds are an innovative solution designed to overcome overly restrictive provisions limiting contributions, benefits or accumulations and have a wide universe of potential investment strategies, subject only to the normal prudential requirements on trustees.
In addition, we offer certain estate planning strategies to maximise the net value of distributable death benefits on residual undrawn balances.
Boutique family office style
First has been designed specifically to provide a boutique family office style of personal service to clients by being accessible and nimble without the tiresome bureaucracy often found in large trust companies.
Clients will be dealing directly with a principal with deep knowledge and understanding of the structure and the client’s needs. Our aim is to build trusted long-term relationships with our clients by providing prompt, efficient and solution-orientated service.