First Financial Blog

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Superannuation through generations
– 20s, 30s, 40s

Posted on October 19, 2022 by First Financial

Have you thought long and hard about your superannuation? In the first instalment of this two part series, we discuss everything you need to know about superannuation in your 20s, 30s and 40s.

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What is elder financial abuse?

Posted on October 17, 2022 by First Financial

Elder financial abuse is the misuse of money or assets of an older person, usually by a family member or friend. It is a complex, and often hidden, form of abuse. Do you know how to recognise this abuse cycle and where to seek help? Learn how to recognise the signs.

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Closing the retirement gap

Posted on September 27, 2022 by First Financial

Your ‘retirement gap’ is the difference between the income you’ll need to live a happy and fulfilling life in retirement and the money you’ll receive from your retirement income. Ask us about closing your retirement gap.

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Intergenerational wealth transfer

Posted on September 27, 2022 by First Financial

An intergenerational wealth transfer can be a life-changing opportunity but also bring challenges and complexities to your financial and personal life you may not be prepared for.

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Do I need a financial adviser?

Posted on September 13, 2022 by First Financial

Do I need a financial adviser? There’s an easy test to find out the answer. How much is left over in your piggy bank after you’ve paid your bills each week? If there’s money to spare, you could benefit from financial advice.

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How many SMSF members can you have?

Posted on September 13, 2022 by First Financial

Perhaps one of the biggest decisions you’ll have to make about your SMSF is how many members it will have, and in most states and territories you can now have six.

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Power50 – First Financial Principal James Wrigley

Posted on August 30, 2022 by First Financial

First Financial Principal James Wrigley has been recognised as one of the top financial advisers in Australia and nominated in the Financial Standard Power50 – recognising the 50 most influential financial advisers in the country.

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Budgeting tips for parents

Posted on August 22, 2022 by First Financial

Even before that bundle of joy enters the world, your responsibilities as a parent begin to mount. We have some budgeting tips for parents who want to make the most of their dollars and set their family up for financial success.

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Going guarantor on a loan

Posted on August 22, 2022 by First Financial

Thinking of helping a loved one out to secure a housing loan? There are a few things you need to be aware of before you sign on the dotted line to go guarantor on a loan.

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Investing and inflation

Posted on August 12, 2022 by First Financial

Understanding inflation is crucial to successful investing and many investors are concerned about inflation because it is a well-known fact that inflation affects all aspects of the economy. We investigate investing and inflation and everything you need to know.

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