Retire Life Ready
At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.
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.
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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.
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.
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.
FIRST FINANCIAL STORIES AND ARTICLES
The health and wealth connection
If discussing retirement plans on the golf course negatively impacts your swing and leaves you clutching your back, it's a humorous reminder of the health and wealth connection. Here’s what we know about their intricate relationship.
Should I put more money into my mortgage or super?
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?
Understanding family trusts
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.
GET IN TOUCH
If you want to retire life ready
Level 9, 90 Collins Street, Melbourne VIC 3000
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ABN 15 167 177 817 AFSL 481 098 This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. This website provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.