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.
Three practical financial moves to consider before the end of 2026, from reviewing super and savings to making your household finances work harder.
Money matters are big decisions. Choosing the right financial adviser is as much about the relationship as it is expertise.
Meet First Financial adviser James Grixti and discover his approach to long-term advice, client relationships and creating lasting financial value.
Learn who is eligible for Victoria’s 20% rego rebate, how to apply, key deadlines and the simple steps to claim up to $372 back.
Discover the key superannuation changes for FY2026–27, including new contribution caps, pension limits and smart retirement strategies.
Learn how SMSF pension balances can exceed transfer balance caps through investment growth and what it means for retirees.
Selling an investment property? Learn how strategic super contributions may help reduce capital gains tax and boost your retirement savings.
Learn how the proposed 2027 CGT changes work, including CPI indexation, transitional rules and what investors need to know.
Discover how a Transition to Retirement Income Stream works, who it suits, key benefits, risks, and when a TRIS strategy is worthwhile.
Meet financial adviser Matthew Benic. His people-first approach reinforces his philosophy that trust is the real investment.
