First Financial Blog

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The government has recently changed the rules regarding insurance cover held through superannuation as part of a ‘Protecting Your Super Package’. The reforms have been designed to protect Australians’ superannuation savings from undue erosion by fees and insurance premiums.

First Financial is the proud sponsor of the Murray Greys, a group of avid golfers who meet annually for a social competition. Many members are husband and wife duos who enjoy playing golf together. They all belong to different clubs around the country, with most of them coming from Queensland.

This year’s tour ran from Monday 18th to Friday 22nd March, across four wonderful courses in the Yarrawonga Mulwala region.

The Federal Government handed down its 2019-20 Budget on 2nd April. This Budget was highly anticipated as the next election is now set for 18th May, and many Australians rely on these policies to help them make their decision at the polls.

A lot of people are talking about dividend imputation or franking credits. With a federal election on the horizon, politicians, the media and many shareholders are discussing what the potential policy change will mean.

Did we mention that there’s a lot of love at First Financial?
Earlier this year we featured three separate team members’ weddings… there were plenty of reasons for celebrating. Well it’s time to raise the glass again as we toast one more union!

On Saturday 26th January, Emily Still, Associate Adviser, married Sean Vincent in a fun-filled ceremony at Melbourne Docklands, surrounded by friends and family.

It is our job to understand the investment world and to be aware of local and international developments that can impact the recommendations we make to our clients. Continue reading about three market influences to consider when investing in 2019..

Janice Crosswhite, Sue Pickering, Jenny Connolly and Faye Campbell are all First Financial clients and members of the Aussie Butterflies basketball team, an inspiring group of women who travel the country and the world, playing a sport they love. They are a highly skilled team that currently hold the World Masters gold medal.

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.

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.

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.