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
Why you should choose a self-licensed financial adviser
The financial services industry has been under a microscope for the last few years. This is why you should be on the lookout for a self-licensed financial adviser. Being self-licensed gives the adviser a greater degree of autonomy and means they are more likely to work with you to understand your unique needs and financial goals.
Understanding the super contributions bring-forward rule
As you get closer to retirement, boosting your super balance is always at the top of the financial to-do list. If you happen to receive a financial windfall or sell a significant asset, applying the super contributions bring-forward rule could be a useful strategy.
First Financial’s pandemic pets
Here in Melbourne, we are now the record holders for the longest cumulative lockdown of any city in the world. But during the lockdown period some of our First Financial team members welcomed new furry friends into their lives… while others were extremely grateful for their long-standing pet-pals.
GET IN TOUCH
If you want to retire life ready
Level 2, 90 Collins Street, Melbourne
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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.