First Financial Blog

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The new year is well underway and First Financial’s Managing Director, Ben Rossi, would like to share his thoughts and well wishes for the months ahead.

Tomorrow is always an unknown entity… no one has a crystal ball to see what is around the corner. But it is important to be prepared for any possibility and to have a safety net in place should something go wrong.

“I’ve always just wanted to do something to help other people.”

Anthony Dhillon, Senior adviser, recently completed his 150th plasma donation through Australian Red Cross Lifeblood. An incredible achievement that has taken over six years to complete.

There have been many wonderful reasons to celebrate during 2019! Within the First Financial family we’ve had engagements, weddings and beautiful babies… every tear jerking moment you can imagine.

We want to take a moment now to reflect on all the happiness we have shared together.

If you have a self-managed super fund, there are good reasons to think about bringing in a younger person. It’s not the right strategy for every SMSF but it is definitely worth considering, particularly to extend the life of the SMSF.

In November, 14 of our staff spent an industrious afternoon working at FareShare, an organisation that is dedicated to minimising food wastage and creating healthy meals that are distributed around Melbourne to homeless shelters, food vans and refuges.

Couples can maximise their superannuation and also benefit from tax incentives and estate planning when they use these strategies to share their super.

“Financial peace of mind doesn’t just happen… it takes planning, it takes long-term commitment.” Ben Rossi, Principal and Managing Director, has helped many people over the decades. He knows just how valuable good financial advice can be when planning for your future.

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 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.