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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


What to consider before entering aged care

Deciding to enter aged care is a big decision… and one that most people don’t necessarily want to think about. But at some stage of our lives, most of us will need extra support and we know that being well prepared can make it an easier process.

Senior man checking his laptop while writing

Investing in line with your circumstance and attitudes to risk

In today’s financial world it’s important to have an investment portfolio that truly meets your needs. It should be well-maintained and include an asset allocation that is appropriate for your personal financial circumstance while also aligning with your attitude to risk.

Sea, city or country: how to decide where to retire

Retirement isn’t a time where you surrender yourself to old age. It’s a new chapter, without the worries of work and filling most of your days with the goal of earning a living. It’s freedom to live the way you’ve always dreamed. It’s liberation, relaxation and, daresay, even fun.

GET IN TOUCH


If you want to retire life ready