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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


Why you might leverage your super fund to acquire your own assets

While not a common practice, there may be circumstances where you might leverage your self-managed super fund (SMSF) to acquire your own assets and free up cash. This approach isn’t for everyone but can be beneficial in specific scenarios.

Practical and simple DIY ideas for retirees ready to refresh their homes

One weekend, a few tools, and suddenly your living room feels like a brand-new space. Retirement is perfect for giving your home the attention it deserves. These practical DIY ideas for retirees make it easy to improve its functionality and enjoy the process.

What is Division 293 superannuation tax?

What is Division 293 superannuation tax? It sounds complicated, but it’s important for high-income earners to understand. If you want to know more about it, what it means, and whether you need to pay it, here’s what you need to know.

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If you want to retire life ready