First Financial Blog

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Stay Well at Home

Posted on February 26, 2019 by First Financial

We help our clients live the life they want into their retirement. And when the time comes to change living arrangements, our team is also able to assist with aged care advisory services. But before then, there are steps you can take to help you stay at home longer – ways to maintain your health and wellness and to ensure you are accessing the services you need.

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Financial Tips for Wealth Builders

Posted on February 12, 2019 by First Financial

Right now is the best time to start planning for your future. The greatest advantage of starting young is time. The compounding of small investments initially makes a remarkable difference over a long period of time. Even just $10 to $20 a month can help get you towards larger investments. There are options that offer far greater returns than just putting your savings in the bank.

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Trust in our Investment Committee

Posted on February 1, 2019 by First Financial

Every investment recommendation made by a First Financial adviser comes with the tick of approval from our Investment Committee. The team has examined each investment option to ensure it meets our stringent criteria.

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Love is in the air …

Posted on January 30, 2019 by First Financial

Love can certainly be contagious and at First Financial we celebrated three separate weddings in late 2018.

There were smiles, laughter and even a few tears at each of the nuptials of Adam Ezerins, Stefanie Costa and William Hume. The three newly-weds kindly gave us some photos of their special days and a little insight into the love they share with their partners.

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Karen and Gary’s Trip of a Lifetime – A Lesson in Retirement Planning

Posted on January 11, 2019 by First Financial

Karen and Gary’s shared love of animals is the daily inspiration behind their dream retirement. Having just returned from the trip of lifetime to South America, they are living the wonderfully busy retired life they started planning twenty years ago. We spoke to the couple about their world travels, favourite animals, volunteering, veterans’ cricket and their gorgeous grandchildren.

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James Wrigley – Tips for Building Wealth through Superannuation

Posted on January 9, 2019 by First Financial

The small steps you take today to boost your super can have a big impact on your future. When utilised fully and structured correctly, superannuation can help you reach your financial goals and approach retirement with confidence and certainty. First Financial Principal, James Wrigley, discusses ways to maximise your super.

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First Financial Adviser Nicole Costa shares her Career Journey

Posted on December 12, 2018 by First Financial

Nicole Costa has worked her way up through the ranks at First Financial to her current position of financial adviser. She’s the perfect example of how we foster our in-house talent through our financial adviser training. We asked Nicole to share her journey here at First Financial and how our unique training program has helped her career progress.

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How to become an everyday Philanthropist

Posted on December 11, 2018 by First Financial

At First Financial, we know that for many of our clients giving back to their community is an important part of their lives. It gives us great joy to know that our work as financial advisers goes some way to helping our clients act on their passion to give to others. We’ve decided to celebrate the festive season with this guide on how to become an everyday philanthropist.

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Savings: Why Starting Early Safeguards your Financial Future

Posted on December 10, 2018 by First Financial

Committing to a savings plan early in life is one of the key components to building wealth and reaching your financial goals. It’s also a lot easier to achieve than you might think. Right now, finding extra cash to save each month might seem difficult. Stick with us – we’re going to show you how committing to a regular savings plan has the potential to safeguard your financial future.

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Why Diversification is an Investment Strategy that makes Good Sense

Posted on November 22, 2018 by First Financial

Diversification is a strategy that spreads the risk of your investments across a range of asset classes allowing you to build a balanced investment portfolio. In other words, it’s not putting all your investment eggs in one basket. Diversification makes good sense as an investment strategy because it usually results in more consistent returns and provides protection from market fluctuations.

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