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Retire Life Ready

At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.

Are you ready to start building wealth?Are you on the countdown to retirement?
Slider Image

Retire Life Ready

At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.

Are you ready to start building wealth?Are you on the countdown to retirement?
Slider Image

Retire Life Ready

At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.

Are you ready to start building wealth?Are you on the countdown to retirement?
Slider Image

Retire Life Ready

At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.

Are you ready to start building wealth?Are you on the countdown to retirement?

OUR CLIENTS' STORIES


Watch just some of the First Financial success stories!

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

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.

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WHAT TO EXPECT

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.

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ADVISER TRAINING

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.

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FIRST FINANCIAL STORIES AND ARTICLES


happy mother going through home finances and communicating with her baby

Handling financial pressures with confidence

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.

Hand with gloves from a laptop getting a wallet in the pocket of a man

Keeping your wealth safe from scammers and hackers

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.

Man using laptop with icons dollar sign, tax, globe

Navigating your tax burden as a high-income earner

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.

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If you want to retire life ready