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, 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 More
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
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 …
Read More
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 …
Read More
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 …
Read MoreGET IN TOUCH
If you want to retire life ready
© First Financial Pty Ltd 2018. All Rights Reserved. Website by Brilliant Digital
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.