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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


FIRE: Financial independence retire early

Have you heard about FIRE? Documentaries, blogs and media coverage are helping to drive the movement and as we are still experiencing the financial disruptions of the global pandemic, it is becoming increasingly appealing to many Australians.

Male bookshop owner standing in front of the shop

How a financial adviser can help business owners

It’s not unusual for business owners to have competing priorities. Focused on sales and business growth, stock control or production cycles… the list is endless. It’s also not unusual for them to put their own financial plans to the side while they are engrossed in the business… but this can be detrimental to their long-term financial future.

Financial tips for students

When you are a student you are deep in the throes of learning about your chosen subjects… but this is also the time to form some great money management habits. Living on a tight budget can help you gain financial skills that will last a lifetime.

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If you want to retire life ready