
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.
Discussing money matters with loved ones can be hard… in fact for many people, the topic of family finances can be a daunting one to approach. Whether it’s your partner, your children or even your parents, it can be a difficult conversation to start.
Quantitative easing is an unconventional monetary policy utilised by central banks around the globe when trying to encourage economic recovery. It is a measure that has been regularly employed by the US Federal Reserve since the 2008 Global Financial Crisis.
We believe that the key to successful investing is maintaining a long-term view. The short term might be a thrill, but long-term investing provides a more stable, consistent approach to securing your financial future.