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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


Retirement Goal - Travelling

Is travelling one of your retirement goals?

Have you imagined a retirement filled with amazing, exotic locations or the endless summer? Travel is always on the top of our clients’ retirement goals list… so in this article we explore a range of travel options. Plus, we give you some great tips to help make your adventures safe and as stress-free as possible.

John and guitar

John’s rock and roll retirement

John Leahey’s passion for music has filled his life. From a child who watched his father entertain friends, through his university band years and now still gigging in retirement, soulful melodies have always been his soundtrack. We talked to him about his music and how smart management of his superannuation has given him the freedom to pursue his passion and live his dream retirement.

How to recognise a scam

How to recognise a scam

The ACCC’s Scamwatch website currently states there have been 131,615 scam reports in 2019... equating to over $106 million lost. The statistics indicate that even though there is regular media coverage and general scam alerts… many people are still susceptible. We highlight some of the most recent scams that could affect you.

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If you want to retire life ready