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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.

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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.

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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.

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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.

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FIRST FINANCIAL STORIES AND ARTICLES


Group of successful business people happy in office

Your piece of the pie: a deep dive into employee share schemes

Your paycheque is more than a transaction. It’s a key to financial autonomy and freedom. With employee share schemes, you get an additional slice of the financial pie. And turning that slice into a substantial asset is not just a possibility—it's within reach.

Inheriting Mum’s or Dad’s house

For some people, inheriting property is just a matter of acquiring bricks and mortar. For others, they inherit memories and a piece of family history. No matter which describes you best, you probably have financial questions about inheriting Mum’s or Dad’s house.

Smiling middle aged stylish woman fashion designer drawing sketches in studio

Roadmap to retirement: small business owners edition

Retirement - for small business owners, it’s the grand finale of your entrepreneurial journey. When orchestrated with financial finesse, your future self will surely offer a standing ovation. Here’s our guide to retirement planning for small business owners.

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If you want to retire life ready