Financial planning & goal setting

3 August, 2024

Understanding superannuation and key updates effective July 2024

Superannuation is one of Australia’s largest pools of personal savings and a powerful tool for your financial future. Understanding what it is and how it works is crucial. Recently, updates to superannuation came into effect on July 1, 2024.

13 June, 2024

A digital literacy and security guide for seniors

Enhance your digital literacy and security with our comprehensive guide for seniors. As tax time approaches, it’s crucial to stay vigilant against scams. Learn practical tips to protect your personal information and enjoy a safer online experience.

4 June, 2024

Tax planning and EOFY last-minute reminders

With EOFY approaching, it’s crucial to optimise your tax planning. From maximising super contributions to managing capital gains, here are our last-minute thoughts, tips and reminders to help you make the most of the financial year-end.

14 February, 2024

Healthy money habits for couples

Consistency is key when building healthy money habits for couples and forging a strong financial future together. At First Financial, we empower individuals and couples to retire on their terms. Here are some of our top tips.

1 February, 2024

Financial wisdom and starting your first full-time job

What financial advice would you share with your 21-year-old self? As we age, we tend to get savvier about money matters. Sadly, revisiting the past is off the table, but we can pass on our financial wisdom to anyone on the brink of starting their first full-time job.

19 December, 2023

Raising financially responsible children

As retirees visit grown children and empty-nesters welcome back larger families this holiday season, let’s reflect on family values. For those still with little ones or grandchildren, here are some of the secrets to raising financially responsible children.

12 December, 2023

The gift of financial security

It’s important to remember that the most meaningful gift you can give yourself and your family can’t be wrapped in a box. The gift of financial security is something to savour not only today but throughout the holidays and every day for the rest of your life.

8 December, 2023

Making contributions to your spouse’s superannuation as you build wealth together

Marriage is a lot like a rollercoaster – fun and rewarding but also full of twists and the occasional head-scratching moment. If you’re building wealth together on this ride, you might be wondering about making contributions to your spouse’s superannuation.

21 November, 2023

Your piece of the pie: a deep dive into employee share schemes

Your paycheque is more than a transaction. It’s a key to financial autonomy and freedom. With employee share schemes, you get an additional slice of the financial pie. And turning that slice into a substantial asset is not just a possibility—it’s within reach.

14 November, 2023

Inheriting Mum’s or Dad’s house

For some people, inheriting property is just a matter of acquiring bricks and mortar. For others, they inherit memories and a piece of family history. No matter which describes you best, you probably have financial questions about inheriting Mum’s or Dad’s house.