Financial planning & goal setting

8 October, 2026

Peter Campbell: Advice for living well

Meet First Financial adviser Peter Campbell and discover how his varied career and life experiences shaped his personal approach to financial advice.

15 September, 2026

Jo Zhao – Financial advice with real care

First Financial Adviser Jo Zhao’s approach to financial planning and retirement is grounded in understanding her clients’ goals.

14 August, 2026

James Grixti – Relationships are the key

Meet First Financial adviser James Grixti and discover his approach to long-term advice, client relationships and creating lasting financial value.

14 July, 2026

Reduce CGT with Super Contributions

Selling an investment property? Learn how strategic super contributions may help reduce capital gains tax and boost your retirement savings.

9 June, 2026

CGT indexation rules explained for 2027

Learn how the proposed 2027 CGT changes work, including CPI indexation, transitional rules and what investors need to know.

2 June, 2026

Matthew Benic – Trust is the investment

Meet financial adviser Matthew Benic. His people-first approach reinforces his philosophy that trust is the real investment.

1 June, 2026

EOFY super contributions guide for 2026

Maximise your super before 30 June 2026 with contribution strategies, SMSF considerations and tax-effective retirement planning.

13 May, 2026

Federal budget 2026 – What you need to know

Key Federal Budget 2026 changes to CGT, negative gearing and trusts, and why superannuation is now even more attractive.

11 May, 2026

Nick Thomas, First Financial Adviser

Nick Thomas helps clients define long-term goals and build tailored financial strategies with clarity, confidence and care.

15 April, 2026

Gavin Colosimo: Advice built on trust

Gavin Colosimo builds long-term client relationships through value-driven financial advice and genuine human connection.