What Makes Us Different

Welcome to First Financial

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

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 avoid traditional risk profiling. Instead, your unique circumstances and attitude form the foundation for our tailor-made plans.

Our relationship with our clients is a long-term, life-time collaboration. And as your needs and wants change …

so too does our advice.

Emphasis on structure

Emphasis on structure

A significant amount of work involved in creating your plan is taking a detailed look at your current strategic position and making the necessary structural changes to put you in the strongest possible position.

We do this before we even begin to make product or investment recommendations.

We’re fiercely proud of the fact that we have our own Australian Financial Services Licence (AFSL) which means we can make recommendations in your best interests.

Based on thorough research and the input of investment professionals, we produce an approved list of investment products.

Home grown talent

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.


If you want to retire life ready