Slider Image

Retire Life Ready

At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.

Are you ready to start building wealth?Are you on the countdown to retirement?
Slider Image

Retire Life Ready

At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.

Are you ready to start building wealth?Are you on the countdown to retirement?
Slider Image

Retire Life Ready

At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.

Are you ready to start building wealth?Are you on the countdown to retirement?
Slider Image

Retire Life Ready

At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.

Are you ready to start building wealth?Are you on the countdown to retirement?

OUR CLIENTS' STORIES


Watch just some of the First Financial success stories!

LEADING WEALTH MANAGEMENT FIRM


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 More
WHY WE ARE DIFFERENT

WHY WE ARE DIFFERENT

While 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.

Learn More
WHAT TO EXPECT

WHAT TO EXPECT

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.

Learn More
ADVISER TRAINING

ADVISER TRAINING

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.

Learn More

FIRST FINANCIAL STORIES AND ARTICLES


Grandmom using amobile phone in house

Seniors and technology - 10 Innovations Shaping the Future of Ageing

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.

happy smiling senior mother with adult son hugging at home

How both sides can be prepared for wealth transfer

Over the next two decades, an astounding $3.5 trillion is expected to be inherited. Will you be prepared for this wealth transfer? Both beneficiaries and benefactors will need to employ strategic planning to minimise tax implications and other potential problems.

The impact of the increase in superannuation contribution limits on financial and tax planning

It was good news for retirement preparation in February when it was announced that there would be an increase in superannuation contribution limits. The changes may unlock new pathways for you on the pathway to wealth.

GET IN TOUCH


If you want to retire life ready