Robert Caplan is the partner and co-founder of First Wealth.
He began his career as a financial adviser, moving quickly through the ranks to become a partner at his previous firm before joining Anthony Villis to create First Wealth in 2009. His career highlight to date has been First Wealth being awarded Money Marketing Small Adviser Firm of the Year in 2015.
As someone who ‘lives in the moment’, Robert is a big advocate of creating a lifestyle that balances family, friends, personal interests and work. His dream is to own a bigger boat, and he lives by the maxim: "Never get so busy making a living that you forget to make a life."