Date:

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: Q4 2009

Commodities still present the brightest prospect, although we realise that investment in commodities mutual funds or managed futures funds may be beyond the risk appetite for many, despite the steadily upward (the RICIX Rogers Global Commodities Index is up 28% on it's low point in February 2009) trend.

The appetite for risk has not yet returned for many, and if you're in this category, the advisable solutions now are related to better-than-cash returns on capital protected funds (up to 240% gain with no risk of capital loss), and our Shariah fund which offers 7.5%... For the best capital protected, cash-beating, offshore solutions, read on, or contact us.

- Week in View:

Week ending 29th January 2010...

As January drew to a close, most risk assets seemed set to post negative returns for the first month of 2010. Last Friday’s rally across Western equity markets saw these markets limit their declines to around 1% over the week, while Asian markets ended the week down by 2%-4%...

...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.

December 2009 sees Issue 10 of The First Advisor and we look at:

  • Global Markets Summary
  • Commodities
  • BRICs: Focus on India
  • Highlights from the Jakarta Globe for November

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 2009.

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.


Last year, 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.