Jeff and Jenny Denison have worked hard all their lives but when it came close to retirement they didn’t know what their future would look like. They weren’t confident that they had sufficient superannuation savings to support the lifestyle they desired.
Wealth building to protect their family and create the lifestyle they deserve.
Steve and Gayna White decided it was time to take a good look at their financial position. They held multiple superannuation accounts, various types of insurance and other financial products.
How the team at First Financial instilled great confidence in this retired Melbourne couple
Ken and Coral Woodfull knew they needed to invest wisely, but didn’t know where, or how. They wanted to live their lives, go on holidays and play golf. So they went to First Financial. Watch their story of how they gained financial confidence here.
A great relationship with Ben and the team has given Jenny a whole new quality of life.
How First Financial helped Jenny as she struggled through illness and uncertainty after the death of her husband. Watch her emotional journey here.
How the First Financial team changed Vicki and Rod Olsen's lives.
Vicki and Rod Olsen had no understanding of shares or investments … and couldn’t see themselves trusting someone with their money. Watch their inspirational story of trust and relationship building.
How First Financial helped Steve rethink his retirement strategy - just at the right time.
Working for one of the big four banks for 33 years has its advantages – you acquire a whole lot of financial knowledge along the way. But …
For this Melbourne couple, retirement means holidays, family visits and a solid income stream!
John and Karen McKinnon had been content to let their money sit in an Industry Super Fund for most of their working lives. Their superannuation …
