Our Team

 

At First Financial we are relationship focused, pre-retirement specialists here to help you retire, ready for the life ahead.

We believe that there are 5 key differentiators that when combined, make us unique in the Financial Services arena:

  • We have our own Australian Financial Services License and are not owned by a Bank or Insurance Company – we are not required to push Bank or Insurance Company products.
  • With 65 staff we believe we are the right size – we have the scale to offer a full suite of financial services, but we are small enough to establish and maintain long-term relationships with our clients.
  • It’s not just about investments and interest rates – we focus on strategy first and foremost to ensure you are positioned as tax effectively as possible and are eligible for any concessions from the Government you may be entitled to.
  • We have a unique investment philosophy – we ensure your asset allocation allows you to have the cash in your hand when you require it.
  • We are relationship focused with many of our clients being long-term clients for more than 15 years and in some case more than 20 years.

Many Financial Services firms can offer 1 or 2 of the above differentiators, however we pride ourselves on being able to deliver all 5 and we believe this sets us apart in the Financial Services Industry.

Members of the First Financial Team