First Financial Blog

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Account-based pensions

Posted on March 29, 2018 by First Financial

Choosing what to do with your accumulated superannuation is a core part of retirement planning. Getting reliable and trustworthy advice is vital. In this blog we take a look at an investment vehicle which is geared towards giving retirees a flexible, tax-free income stream.

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What are the best investments for retirees?

Posted on March 21, 2018 by First Financial

It’s a simple question. But with a market choice of over 5,000 managed investments and around 2,200 stocks, the answer is most definitely not. Which is why working with a financial advisor is the best decision you can make.

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Centrelink scam alert

Posted on March 3, 2018 by First Financial

Have you received an automated voicemail message claiming to be from Centrelink which asks you to call a Canberra number? If so, do not call the number as this is a scam. We tell you what you need to know about this latest scam and how to avoid it.

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How much do you need to retire?

Posted on February 26, 2018 by First Financial

If you want to provide an income in retirement that grows each year, lasts your lifetime and then leaves a little something to the kids, you need to be thinking 20 times what you spend in a year.

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US market investment update

Posted on February 15, 2018 by First Financial

We’ve been closely watching the US market. And we believe now is the time to reduce our investment exposure. It’s time to switch out of US shares and into more attractively priced markets like Australia and Japan.

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Protecting Yourself from Scams

Posted on July 17, 2017 by First Financial

We have had a number of clients receive phone calls from people purporting to be from the ATO and Centrelink. They have been asking for personal details such as date of birth, Tax File Numbers, Bank account numbers, etc., in order to either steal their money or steal their identity.

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Four Corners – Retirement Villages and Residential Aged Care

Posted on June 30, 2017 by First Financial

There are now a number of ‘dual’ facilities on the market where they offer you a Retirement Village unit initially, and as your level of care increases you move into Residential Aged Care – all within the one facility…

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Helping you navigate this year’s Federal Budget

Posted on May 10, 2017 by First Financial

On Tuesday 9 May, the Federal Government handed down its Budget for the 2017–18 financial year. According to Federal Treasurer Scott Morrison, this year’s Budget is founded on the principles of fairness, security and opportunity.

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Dollar Cost Averaging – Minimising the Risk of Investing

Posted on April 10, 2017 by First Financial

As discussed in our last article, “Time in the Market” (February 2017), predicting the market is extremely difficult. Whilst we would all like to invest at the bottom of the market and sell at the top, the reality is that this is impossible to do.

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Time in the Market

Posted on February 13, 2017 by First Financial

Often, Financial Advisers use the phrase ‘time in the market’, not ‘timing the market’. Although this is a well-used phrase, I would like to explore what this means and the impact it may have on your portfolio.

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