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
Investing and the decade in review
There were many defining moments that impacted the stock market over the last decade, but there is resounding acknowledgement that if you invested in equities ten years ago… then it’s most likely you have experienced overall positive performance.
Home and Contents Insurance - are you adequately covered?
In the past, bushfires have led to a crisis of ‘underinsurance’. Post-disaster, people come to realise that their insurance is inadequate and does not sufficiently cover their loss. It can be a devastating experience and unfortunately, this year’s situation will be no different.
First Financial in the Corporate Games
In November 2019, a team of First Financial basketball enthusiasts competed in the National Corporate Games. While they didn’t make it to the finals, they played some fantastic matches and have a new found camaraderie with each other.
GET IN TOUCH
If you want to retire life ready
Level 2, 90 Collins Street, Melbourne
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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.