Financial planning & goal setting

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.

11 October, 2023

Financial decisions: should I pay off my mortgage first?

If you’ve ever daydreamed about a life without mortgage payments, you’re not alone. Owning your home outright is an Australian dream, and if you find yourself with extra dollars, the question naturally arises: “Should I pay off my mortgage first?”

5 October, 2023

Age pension questions answered

In honour of International Day of Older Persons, we provide some answers to frequently asked age pension questions. It’s a good time to start meaningful conversations regarding financial wellbeing for our elderly and those planning retirement in the near future.

14 August, 2023

Thinking about downsizing before retirement?

If you have calculated the exact amount needed for your retirement but are unsure about how to achieve that goal, have you thought about downsizing before retirement? There is a lot of power in downsizing.

14 August, 2023

Practical tips for boosting savings in tougher economic times

Learning to save is a fundamental skill required for building a strong financial future. During times of economic uncertainty, like the present, having savings is even more important. If you’re ready to get started, here are some practical tips for boosting savings.

17 July, 2023

Investing in your 30s

If you didn’t start in your 20s, it’s not too late to start investing in your 30s. You’re young enough to enjoy the benefits of compound interest over another 30-plus years, and you’re wise enough to invest a significant portion of your income.

6 July, 2023

The pitfalls of investing in property with an SMSF

While investing in property with superannuation is a popular strategy that can be successful, it can also go terribly wrong. At First Financial, we help you make informed decisions regarding SMSF and long-term investments, so let’s review some potential pitfalls.