Financial planning & goal setting

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.

31 October, 2023

Financial data security in a tech-driven world

Unfortunately, in today’s tech-driven world, cyberattacks have become a common occurrence. News stories about data breaches at big brands have majorly distressed their clients. That’s why financial data security has never been more important.

31 October, 2023

Travel insurance for seniors is your passport to peace of mind

Close your eyes and picture your retirement dreams: from gondolas in Venice to Bali’s waves and beautiful Viennese symphonies. If travel is in your vision, let’s discuss why it’s so crucial to protect your adventures with travel insurance for seniors.