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The right financial advice doesn’t just influence your retirement. It can change how you live today, guide your choices tomorrow, and bring lasting peace of mind for the years ahead. With a clear plan and the right support, you have the freedom to focus on what matters most.
Ready to take the first step?
You can use the form below to make a general or initial enquiry.
You can also book a 15 minute call with an adviser by clicking the blue button below.
Ready to take the first step?
You can use the form on the right to make a general or initial enquiry.
You can also book a 15 minute call with an adviser by clicking the blue button below.
Here’s what to expect:
1. Tell us about yourself
Fill in your details and briefly let us know how we can help.
2. Prompt follow-up
We’ll reach out to schedule a time that suits you.
3. Meet your adviser
Enjoy an obligation-free initial meeting to discuss your goals and explore how we can guide you toward financial confidence.
Let’s start the conversation.
We look forward to hearing from you!
Level 9, 90 Collins Street,
Melbourne, VIC, 3000
Office Hours
Mon – Fri | 9:00 am – 5:00 pm
Get in touch with First Financial
Frequently Asked Questions
What is financial planning, and why is it important?
Financial planning involves creating a comprehensive strategy to manage your finances and achieve your life goals. It encompasses budgeting, saving, investing, insurance, and retirement planning. Effective financial advice provides the structure, guidance, discipline and support that helps you adapt to change, stay on track, and navigate the path to long-term financial security with greater peace of mind.
Why should I work with a financial adviser?
A financial adviser provides expert guidance to help you navigate complex decisions with clarity. They assist in setting realistic goals, developing strategies to achieve them, maximising your resources and tax efficiency, and adjusting plans as life changes. With the right support, you gain structure, confidence and a clear path forward.
What services do you offer?
We offer a range of services tailored to your income, circumstances and goals, including:
- Retirement planning
- Financial advice
- Investment and wealth management
- Superannuation and SMSF
- Tax effective strategies
- Insurance
- Aged care
- Legal
- Lending
What should I expect during the initial consultation?
The initial meeting involves discussing your financial goals, current situation, and any concerns you have. It’s an opportunity for both you and the adviser to determine if the relationship is a good fit. Be prepared to ask questions and provide information about your finances to facilitate a productive conversation.
What does the client journey look like?
We begin by talking through your current situation and what matters most to you. That conversation sets the direction for the rest of your journey. From there, we create a personalised financial plan designed to support your lifestyle, not just grow your savings. The process involves tax strategies, investment advice and ongoing support.