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.
Life can change in an instant, bringing a wave of emotional upheaval and financial implications. No matter what you’re currently facing, handling financial pressures with confidence is something you’re more than capable of with the right tools and knowledge.
A sophisticated email that mimics your bank's notifications can compromise your entire savings with a single click. With financial scams and fraud on the rise, keeping your wealth safe from scammers and hackers is more important than ever.
As a high-income earner, reducing your tax burden as an employee is challenging. While there are strategies to minimise it slightly, the best thing you can do is avoid making the situation worse. Here’s what you need to know.