While we specialise in financial advice, wealth management and retirement planning, we’re also here to be part of the conversation. From industry news to expert insights, practical perspectives and client updates, explore the latest articles from our team.
The term ‘high yield’ sounds like a great opportunity to be able to boost your investment income and enjoy positive returns… but you need to be mindful of the associated risks. While some high yield investments are certainly beneficial to include within a diversified portfolio you should always do your homework.
In the May 2021 Federal Budget, the Government announced their intention to remove the superannuation work test rule as it has been difficult to police. But until that happens the current work test will remain the same. We take a closer look at existing rules and explain more about the work test exemption.
Proper financial planning for various life stages and milestones can reduce the stress and anxiety and give you the confidence to transition through these milestones with ease and clarity. Learn more about how First Financial can help you prepare.
Graeme Quinlan, Senior Adviser and Head of the First Financial Investment Committee, discusses the recent financial performance of Australian banks and how they are recovering as we work our way out of the COVID recession.
Losing a loved one, particularly a long-term spouse or partner, is an incredibly challenging time. There are often a lot of things to manage and navigating the financial maze can be one of the more difficult aspects. But it doesn’t need to be.
Deciding to enter aged care is a big decision… and one that most people don’t necessarily want to think about. But at some stage of our lives, most of us will need extra support and we know that being well prepared can make it an easier process.
In today’s financial world it’s important to have an investment portfolio that truly meets your needs. It should be well-maintained and include an asset allocation that is appropriate for your personal financial circumstance while also aligning with your attitude to risk.
Retirement isn’t a time where you surrender yourself to old age. It’s a new chapter, without the worries of work and filling most of your days with the goal of earning a living. It’s freedom to live the way you’ve always dreamed. It’s liberation, relaxation and, daresay, even fun.
Who hasn’t dreamt about receiving a financial windfall? If you happen to find yourself with a significant amount of money arriving unexpectedly then it can be an excellent opportunity to create additional financial security.
Back In 2019, we discussed the trend of ethical investing and highlighted some of its specific characteristics. In the years since more and more investors around the world are looking at how their investments can be profitable while also meeting a range of non-financial criteria.
