Graeme & Craig
After inheriting funds, Graeme wanted security, not stress. With First Financial’s guidance, he and Craig live simply, travel freely, and feel confident in every decision
Client Stories
Real stories, real outcomes.
Every client journey is personal, but security and reliable results are the common thread. Here are a few experiences that offer a glimpse into the partnerships we build and the results we achieve through practical, considered and tailored advice.
Jan
When her husband could no longer manage the finances, Jan stepped in-nervous but determined. With guidance and genuine care, she’s now leading her own financial path.
John
After selling his pharmacy, John didn’t want complexity-just good people, straight talk, and a plan he could trust. He found all three at First Financial
Larry & Virginia
Fresh into retirement, Larry and Virginia were ready for big adventures, but unsure how far their money would stretch. Now, their lifestyle and investments are both thriving.
Lyn
After losing her husband, Lyn stepped into financial planning for the first time. With patience and guidance, she gained confidence and the freedom to enjoy retirement.
Tim & Adam
A sudden windfall. Tight deadlines. Complex decisions. Tim and Adam needed more than advice, they needed someone to carry the load. First Financial did just that.
“Every client journey is personal - but with First Financial, financial confidence becomes a shared success story.”
YOUR FINANCIAL JOUNEY
Building your financial future
Every client journey begins with a conversation. We look closely at where you are now, what matters to you, and what’s possible. Then we structure our advice to match.
Financial
Roadmap
A clear, personalised path to your financial goals.
Tax
Efficiency
Proactive strategies to maximise your tax savings.
Personalised
Investing
Tailored plans aligned with your goals and risk profile.
Ongoing
Support
Regular guidance to keep your plan on track.
Meet our advisers
