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 2 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.

Time in the Market

Often, Financial Advisers use the phrase ‘time in the market’, not ‘timing the market’. Although this is a well-used phrase, I would like to explore what this means and the impact it may have on your portfolio. The primary emotions that drive investment decisions are ‘greed’ and ‘fear’. When markets are experiencing strong growth, investors […]

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Aged Care

Ask anyone where they want to live as they get older, and most will respond that they want to remain in their own home. Nobody wants to think they will become too frail to live independently but there is a high chance that we will all need assistance of some sort with daily living and […]

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Managed Funds – Growth or Value?

With the funds management industry growing into one of Australia’s largest industries, with over $2.7 trillion in funds under management in more than 10,000 managed funds, it is crucial to have an understanding of what your fund manager is investing in. A managed fund is where investors pool their money together and a portfolio manager […]

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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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