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
First Financial team working from home
Working from home has become the new normal during the coronavirus lockdown, and the First Financial team has truly embraced the digital conditions to make sure our clients continue to receive our high level of service.
Are banks 40% worse than in February?
Everyone’s wondering how the banks will fare as we inevitably head into a coronavirus driven recession. We have seen all 4 of the major banks’ share prices decline more heavily than the broader market.
The emotions of market volatility
When you start investing in the share market, you embrace the process with optimism. Unfortunately, market volatility can dent your optimism and set you on a roller-coaster of emotions.
GET IN TOUCH
If you want to retire life ready
Level 2, 90 Collins Street, Melbourne
© First Financial Pty Ltd 2020. All Rights Reserved. Website by Brilliant Digital
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.