Welcome to First Financial
First Financial is a leading wealth management firm specialising in financial planning and superannuation management services, based in Melbourne.
We offer all the services traditional financial planners offer, except that at First Financial, we do things a little differently…
…and these differences mean we’re able to maximise your financial success and help you enjoy today – and retire life ready, certain you have enough.
It’s all about YOU
First Financial is a boutique, client-centric firm, which means the relationships we share with you are intimate, valuable and engaging.
We have an impressive range of financial services, industry experience and specialist skills within our organisation… enough to rival some of the largest firms.
But we uphold our ‘small firm’ mindset with our distinctly personal approach by offering you a dedicated relationship manager. A single person to coordinate all your needs.
Unique investment philosophy
Our Investment Philosophy is at the heart of everything we do. It is designed to produce the results you need… putting cash in your hand.
It has proven to be a robust model with clients protected during challenging times.
We avoid traditional risk profiling. Instead, your unique circumstances and attitude form the foundation for our tailor-made plans.
We help to build a portfolio that clearly aligns with your principles, rather than pushing branded products.
The fact that we have our own Australian Financial Services Licence (AFSL) means we can make recommendations in your best interests. This is rare within our industry and we are fiercely proud of our autonomy.
Plus, we are guided by our Investment Committee, a team of industry professionals. Based on their thorough research and considered input, we produce an approved list of investment products.
Strategic long-term advice
But it’s not just about investments and interest rates.
Unlike many of our competitors, we can also support you with information about tax planning, loan structuring and even working with Centrelink.
We offer strategic advice that will benefit you long into the future. And it is always the long-term that we are focused on!
Our relationship with our clients is a long-term, life-time collaboration. Our principals and other team members have worked with our clients for many years… generations in fact.
We know that partnering with a financial adviser is not a single transaction event. We work with you today and well into the future. And as your needs and wants change …
so too does our advice.
Home grown talent
Our in-house adviser training program means your adviser has been trained in our morals, ethics and principles right from the start.
And your adviser knows first-hand what every team member does, because they’ve done that job themselves.
In a changing and evolving industry, we offer stability and consistency through your advisory team.
Read more about First Financial adviser training.
