Retire Life Ready
At First Financial our passion is to help Australians
retire when and how they choose ...
with confidence and certainty.
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.
Learn MoreWhile 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.
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.
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.
Financial needs and goals transform over time; the ambitions of a new graduate differ from those of a middle-aged person with a family. Wealth planning is a lifelong journey that evolves, making a comprehensive financial plan for every stage essential.
If you inherit money or property while receiving the age pension, it could affect your payments due to Centrelink’s asset and income tests. Here’s what you need to know, what options you have and the strategies you might consider.
The APRA 2024 Annual Performance Test released on August 31 has revealed significant trends in superannuation, including a drop in administration fees. Additionally, for the first time, no funds failed. Learn more about the test and our key insights here.