Retire Life Ready
At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.
First Financial is a leading, Melbourne based, Australian owned wealth management firm specialising in financial planning and superannuation management. Each client’s unique circumstances and attitude form the foundation for tailor-made plans. We are large enough to have our own Australian Financial Services Licence (AFSL). Our Investment Committee is a specialised and talented group of planners with a phenomenal track record. A long standing, in-house training program breeds advisers with First Financial ethics, principles and values flowing through their veins.
Learn MoreWhile most financial planning firms perform risk profiling for their clients, our approach is very different. Your unique circumstances and attitude form the framework for every plan.
At First Financial, we use our proven five-step system to structure and execute a tailor-made plan that allows you to enjoy life today and retire life ready … certain you have enough.
We don’t hire advisers, we breed them ourselves. And there’s a very good reason why. All our advisers have First Financial morals, ethics and principles right from the start.
What would you do with a little extra space in your monthly budget? You could save for the dream car, but why not make this surplus work harder for your long-term financial well-being by investing it in your mortgage or super? And, which of those options is best?
Do you need help understanding family trusts? We assist clients in structuring their finances for tax efficiency and for achieving their long-term objectives, such as retirement goals or creating a financial legacy for their families. Here's what you need to know.
Traditionally, older generations have been labelled as late adopters when it comes to embracing new technology. However, in today's world, modern seniors are not only embracing technology but also recognising its potential to significantly enhance their lives.