Retire Life Ready

Let's grow your investments, protect your wealth and manage your financial future. Together.

Investment Management

With thousands of investment options how do you make the leap from just...

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Superannuation & SMSF advice

Superannuation is the user-pays philosophy of funding your own retirement. Unfortunately, and despite...

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Tax Effective Strategies

Would you like to be more tax effective with your income? Would you...

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Lending and Finance

There are a myriad of loans available to prospective borrowers and our job...

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Risk & Insurance

Knowing how to protect yourself and your loved ones in the case of uncertainty can be difficult. We can give you a better understanding of personal insurances and how much you need to keep you and your family's lifestyle and future financially secure.

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Aged Care Advisory Service

As we age, our living arrangements may need to change and sometimes quickly. Planning for aged care for yourself or a loved one can be a very stressful time.

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One Hour Initial Consultation

At First Financial we can offer you an introductory hour, at no charge to discuss your financial goals and requirements.
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What We Can Do For You

We want to help you plan for the future, we offer a broad range of services - split into four clear categories

What People Are Saying About Us

We have a lot of happy customers, a few have had their say - why not have yours? Send us your thoughts.

First Financial

Here's a collection of testimonials from some of our happy clients.
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Laurie

Laurie and his wife Jackie have been clients of First Financial for over 10 years....
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Reg & Glenda

Reg and Glenda first came to see David Jackson in October 2007 and have been...
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Try One of our Calculators

We have developed 3 specialised calculators to help you plan for your future, and work out what you can afford.

News

Read about what we're doing, and learn expert analysis on what's happening within the market.

Life Insurance in Super – Tips & Traps

There has been much attention in the media recently about Life Insurance, whether it be the denial of claims, scandals involving doctors’ assessments, or changes to Life Insurance held in Superannuation.  While this may prompt people to shy away from Life Insurance, or put it in the ‘too hard basket’, we believe that it is […]

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Using an Annuity to maximise your Age Pension entitlements

From 1 January 2017 Government changes to the Age Pension are likely to reduce many Age Pension recipients’ entitlements. The changes will include an increase to the lower Asset Test thresholds, which will be beneficial for those with low asset levels, and more adversely, a decrease in the upper Asset Test threshold via a change […]

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The United States of America?

Overnight, we witnessed America’s Brexit moment. Republican Donald J. Trump will now occupy the White House as the 45th leader of the ‘free world.’ Was this a Trump vote, or merely a protest vote against the establishment? Trump has won by presenting himself as an advocate for fairness and the American Dream to a disenfranchised […]

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Investment Solutions – Spring 2016

In this spring edition of Investment Solutions magazine, we consider the benefits of estate planning through an SMSF. Tim Rocks, Head of Market Research and Strategy, BT Investment Solutions looks at what could happen to markets should Donald Trump win the race to the White House. BT Financial Group Investment Specialist, Riccardo Briganti, provides an […]

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