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
Celebrating 30 June 2020
It’s a First Financial tradition to celebrate the end of the financial year. This year with coronavirus restrictions enforced, we turned the party digital to make sure we still said “Cheers” to another successful year.
Retirement planning - considerations when you’ve lost a job after 60
There is never a good time - or age - to be out of work. But for those over 60, it can feel particularly painful. If you have lost a job or been made redundant, the hardest part is knowing what to do next.
Reducing your retirement income
We discuss whether implementing the new reduced minimum for your pension payment is a viable option for this financial year. Reducing your retirement income is an important decision that can impact your lifestyle, so we have outlined some of the points to consider.
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.