
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.
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.
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.
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.