We take a personal and precise approach to financial and retirement planning, focused on your long-term goals. Lasting financial confidence doesn’t come from one-off advice – it comes from ongoing guidance and partnership.
Our team provides wealth management and strategic guidance that evolves as life does so you can move forward with clarity and confidence.
Every client journey begins with a conversation. We look closely at where you are now, what matters to you, and what’s possible. Then we structure our advice to match.
A clear, personalised path to your financial goals.
Proactive strategies to maximise your tax savings.
Tailored plans aligned with your goals and risk profile.
Regular guidance to keep your plan on track.
Retired widow
Lyn stepped into financial management for the first time after her husband's passing. With patience and care, First Financial supported her through grief, learning, and empowerment.
“After my husband passed, I was completely unsure where to start. First Financial gave me the space to learn, to ask questions, to grow confident. They drew a diagram that I still have. And now, I sleep well at night knowing I’ve got someone in my corner.”
Retired and semi-retired
Referred by friends helped through aged care, Craig sought secure financial guidance after inheriting funds.
“We feel very secure with First Financial, the income just comes in, and we know everything is being looked after. It’s not just safe, it’s smart. We’ve recommended them to others because we genuinely believe in the team.”
Retired business owner
After decades of running a successful pharmacy, John sought financial guidance to simplify decision-making and support long-term planning.
“I feel genuinely supported by First Financial. I can ask anything, and there’s no pressure, just clear advice and real care. The money’s growing, I’m not stressed about it, and I feel completely at ease for the first time. I don’t miss work, but I’d miss the support I get from First Financial.”
Retired
Jan's husband managed the finances until entering aged care. Jan gradually stepped into the financial picture with First Financial’s support.
“The money just comes in. I don’t have to think about it. And I know they’re always there. They’ve always been there in the background, just quietly making things work.”
Newly retired
As retirement neared, Larry and Virginia were ready to enjoy travel, family, and freedom, without uncertainty. A friend recommended First Financial, and from the first meeting, they had a clear plan, a safety net, and people they trusted.
“We’ve travelled the world, Europe, Sri Lanka, Vietnam, without once stressing about the money. They made everything feel simple and gave us the confidence to live well. We feel secure because we know exactly where we stand, and that peace of mind means everything.”
Early retirement and working professional
When Tim received an overseas medical settlement, he and Adam had just 14 days left in a 90-day window. They needed clear guidance, fast. A referral led them to First Financial.
“We’re in totally different life stages, but First Financial built a strategy that supports us both. From urgent legal steps to ethical investing, they handled every detail with calm, care, and real expertise. It’s financial freedom without compromise, and we couldn’t have done it without them.”
Your first contact with us is typically through a phone call. We aim to understand your needs early on, address any immediate questions, and make sure we’re the perfect match.
This meeting will be more in-depth, allowing us to thoroughly understand your situation, financial goals, and priorities. We will clearly explain our fees, so you know what to expect.
We’ll take the time to analyse, evaluate, and develop strategies to determine an effective path to achieve your goals and address your priorities.
We take the time to go through your tailored plan, in a simple, straightforward manner. Our goal is to provide clarity and confidence, so you can see a clear path forward.
Following your approval, our team will proactively guide the process to implement your recommendations and set you on the path to achieve your lifestyle and financial goals.
Our partnership keeps you on track with regular check-ins, clear updates, and next steps. When life changes, we review and adjust your plan so it stays aligned to what matters.
If you’re nearing retirement or enjoying it, you will be aware of inflation’s impact on everyday life. In this article, we examine inflation in retirement and what it means for everyday Australians.
