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First Advisory: Modus Operandi

Our offering has an assurance of confidentiality and integrity, and what we have to offer is only what we ourselves would be attracted to. Our baseline ethic is of providing higher than expected value, and we then seek to build on that value day - by - day. We recognise that earning the trust of our clients is key to our success, and the well-being of our clients is foremost in our minds.

Markets Update: Q3 2010

Q2 saw some considerable turmoil in currency and equities markets, with a knock-on effect to other markets. Eurozone sovereign debt issues, irrationally arising from an imaginary "contagion" factor from Greece, led to considerable fear and loathing among traders who sold off in masses.

Many analysts predict a double-dip, but it seems that if news about Europe is out of the headlines, markets are doing just fine. Fundamentals for a recovery still look good, but our message still remains approximately the same as for H1...fixed income funds and commodities are the way to go.

For the best capital protected, cash-beating, offshore solutions, read on, or contact us.

- Week in View:

Week ending 27th August 2010...

We saw equity market weakness over the first four days of last week, which was largely reversed through a rebound on Friday. We know that the underlying trend since late July has been down - most of the major developed indices are by off by about 5% since that time - but in terms of the big picture, most of the major indices are still very much range bound and not particularly close to the bottom ...

...read on...

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Corporate Finance

Our team has extensive experience in Corporate Finance going back 20 years. Our vast network of contacts in banking, energy, and other industry sectors puts us in the privileged position of being able to help with business ventures both here in Indonesia and regionally. We are uniquely positioned in the following areas:

  • Merger and Acquisition
  • Due diligence for buyers and sellers
  • Company research
  • Securing bank financing for business ventures, even in these difficult economic times
  • Enabling successful business connections with our network of contacts

Offshore Banking

The Isle of Man has won consecutive awards in finance and is a safe place for tax exempt investments.

With First Advisory, an account can be opened in a matter of a few days, with a minimum balance of 3000 USD.

The First Advisor

Monthly Financial Newsletter

The First Advisor is First Advisory's monthly newsletter and anyone can subscribe free of charge. Subscribers will receive the newsletter as it's published every month.

The First Advisor is a distillation of the interesting / pertinent issues that have surfaced over the past month, and we take a look forward, without repeating big-news stories which have have repeated airings.

September 2010 sees Issue 19 of The First Advisor and we look at:

  • Global Markets Summary
  • Commodities
  • An Update On China
  • Highlights from the Jakarta Globe for August

Private Banking Solutions

Recent offerings we are able to distribute in Indonesia should be of considerable interest to investors, and are certainly the most reliable and beneficial for at least the first 2 quarters of 2010.

Through our network of partners and representees, we are able to offer a wide range of funds at differing levels of risk, such as a fixed rate deposit fund guaranteeing a pre-informed rate of return, ranging from 5 to 12% over the past 8 years, distressed property funds, and a wide range of commodities and mutual funds from Zurich International, based in the offshore tax haven of the Isle of Man.

Captial protected solutions offer up to 240% returns for a 5 year period, with no risk of captial loss. The fund is linked to an index of Chinese Enterprises equities and locks-in profit at 8% intervals.

Other solutions of special interest at this time include the following:

Growth of capital whilst staying true to Shariah principles, while outperforming cash across a variety of different currencies.

Returns are currently rated at 4 to 7.5% for a 36 month minimum term investment.


Funds based on global equities and China equities, but with 100% protection on your investment, and with lock-in of gains at 8% intervals.

Monthly gains are 4% max; for a 4 year fund, 192% ROI is possible.


Thru 2008, Superfund’s range of funds, which topped the performance league of all Singapore-registered hedge funds, had one of their best years in terms of returns after generating from 20% to 66%.


Expatriates can now reallocate their UK pensions into offshore schemes of their choice.

If you have, or will shortly receive, a UK pension, please contact us for expert advice on all aspects of SIPPS or QROPS investments.