First Financial Blog
End of Financial Year & Beyond
Posted on May 26, 2014 by First FinancialWith the end of financial year fast approaching now is the time to start thinking about making the most of some opportunities that may be available to you to help reduce your tax bill and/or boost the retirement savings
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The Budget
Posted on May 20, 2014 by First FinancialThere has been a lot of press over recent weeks regarding the budget. The difficulty is separating the fact from fiction from sheer scare mongering. Obviously there are many changes made in a budget, some get lots of publicity and some not.
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WHAT MAKES US DIFFERENT
We have the freedom to make the rules … and not just follow the crowd.
First Financial is a wealth management firm specialising in Financial Planning, Portfolio & Superannuation Management Services.
We offer all the services traditional Financial Planners offer … except that at First Financial, we do things a little differently…
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WHAT TO EXPECT
At First Financial we know that life moves at a frantic pace.
One minute you’re entering the workforce, the next making plans for the future, buying a home, and perhaps starting a family.
And then in the blink of an eye, you’re headlong into the Accumulator years (45 – 60). Just like that.
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PLANNER TRAINING
At First Financial, our unique in-house planner training programme means we can offer you a service other financial planners can’t.
Services like…
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