First Financial Community & News

 Footy finals fever

Footy finals fever

The First Financial team got into the footy spirit for Grand Final long weekend!

And what a nail-biter of a game it turned out to be!

We had a great time at the office lunch on Thursday. There was a delicious spread of footy approved food, including meat pies and sangers, followed up by some fun games with the old Sherrin out on the terrace.

The Cold Frog Challenge - Ray and Jenny Pietsch

The Cold Frog Challenge - Ray and Jenny Pietsch

Giving generously to support others in our community is, without a doubt, one of the great privileges of being financially secure.

When clients Ray and Jenny Pietsch told First Financial Principal Ben Rossi about The Cold Frog Challenge, a charity sleep out they were organising to raise funds and awareness for homelessness in their local area, Ben didn’t hesitate with his support.

In fact, the team at First Financial have been so moved by Ray and Jenny’s dedication to help their community that we wanted to tell their story.

Read more.

Welcome to the newest member of the First Financial family!

Welcome to the newest member of the First Financial family!

Welcome to the newest member of the First Financial family!

Beautiful little Mia was born last month, weighing 2.9 kg (6 lbs 7oz) to proud parents Honi and Chris Crough.

Chris, who is a principal at First Financial, tells us both Honi and Mia are doing really well and that so far everything has been much easier than they expected.

Read more.

When ex-staffers come knocking!

When ex-staffers come knocking!

POSTED AUGUST 2018

We know we’re doing something right when ex-staff members knock on our door again.

We recently welcomed two First Financial alumni, Adam Ezerins and Paul Seidl, back into the family after a few years testing the waters elsewhere. And who can blame them when our commitment to training, support and career progression are second to none!

Read more.

Management Team Grows

Management Team Grows

POSTED AUGUST 2018

There’s no greater compliment to the business than when one of our own decides to put down roots with the firm.

James Wrigley has been with First Financial for over 10 years.

On 1 July we welcomed him into the management team as our newest principal.

Read more.

No standing still for Emily!

No standing still for Emily!

POSTED APRIL 2018

If you’re one of Nick Thomas’s clients you’ll see a new face among his team, with the promotion of Emily Still to Associate Adviser.

Emily has been with First Financial since August 2016. She joined as client services manager so she knows exactly what is required to assist in the delivery of exceptional client service. It’s this experience which made her a perfect fit for her new role.

So it was with great pleasure that we announced her promotion to Associate Adviser on 20th April.

Read more here.

Biggest Morning Tea

Biggest Morning Tea

POSTED JUNE 2018

We all love a good cuppa and chance to catch up at First Financial.

So we were very happy to support the Cancer Council with a Biggest Morning Tea fundraiser in the office last month.

Our delicious treats were kindly supplied by a dozen staff.

Entry was a minimum gold coin donation and we managed to raise $600 between us!

The funds go towards the Cancer Council’s vital research, prevention and support service programs. Well done everyone!

Double the promotions

Double the promotions

POSTED MARCH 2018

It was double the excitement in our offices this month as Associate Advisor Stefanie Costa joined her twin sister Nicole in being promoted to an advisor role.

We are thrilled to announce Stefanie and Nicole’s promotions. Both share a passion for financial planning which began at university and doesn’t look like fading anytime soon.

There’s no better reward for hard work and professionalism than being promoted. Nicole and Stefanie have delivered both in spades.

They joined First Financial as graduates and they’ve learnt and grown in the business together. This promotion reflects the professionalism and commitment they both share.

Managing Director Chris White is absolutely delighted for Stef and Nic.

“They both started as vacation students six years ago and it was evident back then that they were of the highest quality. Stef and Nic have an amazing work ethic and an incredible aptitude to learn and this has given us the confidence that they will become outstanding advisors.”

You will find Nicole and Stefanie in our wealth management team. They’re looking forward to meeting new clients and adding a female balance to our team of advisors.

Our staff give back to the community

Our staff give back to the community

POSTED MARCH 2018

Some of our dedicated team are stepping out of the office and helping at Foodbank Victoria.

Foodbank rescues food from across the supply chain and in Victoria they distribute the equivalent of around 20 million meals a year. Their mission is to ensure that all Victorians have access to healthy food.

We’re passionate about helping this cause and we’re thrilled that our staff have embraced it so enthusiastically.

Our first group of nine staff packed an impressive 6,930kg of food orders and 500kgs of plums in record time.

These went out to 17 charities across the state and made approximately 13,400 meals. This is the equivalent of feeding a family of four with three meals a day for more than three years! We couldn’t be prouder.

We’ve donated a 40kg Food Drive made up of grocery items which get packed into mixed grocery hampers. These get distributed to the charities which Foodbank Victoria supports.

Another two groups of staff will be heading to Foodbank in April. We’re so proud to see the First Financial spirit in action!

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