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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.

Learn Why We Are Different Learn What to Expect

OUR CLIENTS' STORIES


Watch just some of the First Financial success stories!

LEADING WEALTH MANAGEMENT FIRM


First Financial is a leading, 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


How First Financial helped Steve rethink his retirement strategy - just at the right time.

Working for one of the big four banks for 33 years has its advantages – you acquire a whole lot of financial knowledge along the way, but …

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For this Melbourne couple, retirement means holidays, family visits and a solid income stream!

John and Karen McKinnon had been content to let their money sit in an Industry Super Fund for most of their working lives. Their superannuation …

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Four Corners Retirement Villages
and
Residential Aged Care

In June 2017, Four Corners ran an exposé regarding a major retirement village operator in Australia. As background for those who didn’t see the program …

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If you want to retire life ready

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