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
Financial planning for major life milestones
Throughout our lives, we have many significant moments that help to shape who we are and how we live. Financial planning for major life milestones can help keep us moving forward and support our financial security for many years ahead.
Business succession planning
Proactive business succession planning is critical, especially as an ever-increasing number of baby boomer business owners approach retirement. We take a closer look at succession planning and David Pitt discusses the role buy/sell insurance can play.
Federal Budget 2020-21 review
Treasurer, Josh Frydenberg, handed down the Federal Government’s 2020-21 Budget on 6 October. Originally delayed in May due to the COVID-19 pandemic, this Budget has been highlighted as the most significant in decades.
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.