Financial planning & goal setting

21 July, 2021

Women and finances

Financial freedom – it’s something everyone wants. But for many women, it can be difficult to achieve. There are significant hurdles to overcome so no matter where you are in your life right now, it’s essential that you take control today and start planning for the future.

29 June, 2021

Financial planning for life stages

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.

27 May, 2021

Financial security after losing a loved one

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.

6 May, 2021

Investing in line with your circumstance and attitudes to risk

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.

13 April, 2021

Making the most of a financial windfall

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.

5 March, 2021

Financial wellbeing and your health

We all know that to live a healthy lifestyle, you have to eat well and exercise regularly… but another important element of the healthy life model is your financial wellbeing. Improving your financial position can help reduce stress and support your overall health.

14 January, 2021

Family finances and tough conversations

Discussing money matters with loved ones can be hard… in fact for many people, the topic of family finances can be a daunting one to approach. Whether it’s your partner, your children or even your parents, it can be a difficult conversation to start.

3 December, 2020

Protecting your finances during separation

The end of a relationship is a difficult time, and separating from a partner can be a gruelling process. In a heightened emotional state, things can get messy quickly and you can find yourself facing not only the breakdown of your relationship but also dramatic changes to your financial stability.

14 October, 2020

Financial planning for major life milestones

Throughout our lives, we have many significant moments that help to shape who we are and how we live. Financial planning for major life milestones can help keep us moving forward and support our financial security for many years ahead.

12 October, 2020

Business succession planning

Proactive business succession planning is critical, especially as an ever-increasing number of baby boomer business owners approach retirement. We take a closer look at succession planning and David Pitt discusses the role buy/sell insurance can play.