First Financial Blog

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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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Your Financial Adviser’s Estate Planning Checklist

Posted on November 13, 2018 by First Financial

For most of us, discussing our own inevitable demise is not the most comfortable conversation. But making time to plan your estate and keep it updated can provide both you and your loved ones with precious peace of mind. To make that conversation a little easier, we’ve outlined the important things to consider when estate planning.

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First Financial Training Program Promotes In-house Talent

Posted on November 4, 2018 by First Financial

It gives us great pleasure to announce the recent promotion of two of our First Financial team members. Adela Ngai takes a step up to financial adviser and Harley Leslie makes the move to associate adviser. We chatted with Adela and Harley about their new roles and how First Financial’s unique in-house training program has advanced their careers.

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A Financial Advisers Guide to Helping your Children buy a Home

Posted on October 17, 2018 by First Financial

It’s no secret that it’s becoming increasingly difficult for young Australians to buy their first home. So, it should come as no surprise that many parents are looking for ways to help their adult children take that first step onto the property ladder. If you are considering helping your children buy property there are several factors – both financial and emotional – that you should consider.

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