Pathway to wealth

Find your path

Wealth is more than just money. Wealth is the freedom to live the way you choose. It’s time to find your pathway to wealth because the future is just around the corner.

The key to your financial freedom is accumulating enough assets to fund your lifestyle … today and in the future.

Right now, life is good. You have the career, the family, the house … and a little extra for the special things in life. This is the perfect time to start planning for tomorrow.

It’s not rocket science, but...

Building wealth is something everyone can achieve if they start early enough and use a systematic, structured approach.

You don’t need to be a rocket scientist … but you do need to get started. The best way to successfully navigate the pathway to wealth and secure your financial wellbeing is to keep it simple with a long-term financial plan.

Proven outcomes are achieved by employing smart strategies based on sound principles.

Minimising tax, effectively using cash flow and making the most of your super are key to building wealth…

…but you must invest to achieve financial freedom.

Kick starting wealth

When you decide to start your journey on the pathway to wealth the focus shifts to building an investment portfolio geared for growth and robust enough to serve you well in the long term.

At this stage we focus on:

Know your strengths

The theory of building wealth might be simple but making it happen is not. Life gets in the way and sometimes we don’t prioritise the things that matter most.

Only 10% of Australians will achieve financial freedom in their lifetime. The three main reasons people fail are procrastination, not taking action and not believing wealth is achievable.

You don’t have to do it alone; we’re here to help.

At First Financial our passion is to help our clients achieve financial freedom. We see our relationship with you as a life-time collaboration that responds and changes to your needs over time.

The First Financial difference

At First Financial we do things a little differently. Our innovative investment philosophy is designed to help you build a portfolio that is based on your current circumstances, adjusted for your attitude to risk and relevant to your stage of life.

Our unique in-house adviser training program gives our staff the very best chance at creating success for themselves and our clients.

As a client, you’ll be appointed a dedicated adviser team that can offer a complete end-to-end financial planning solution to help you enjoy life today and retire with certainty and confidence.

Your future is bright

Retirement may seem a long way off, but the earlier you start planning the more opportunities you’ll have to accumulate wealth along the way.

A solid financial plan is the essential foundation you need to build the future you see for yourself.

Taking the right path now means having the financial freedom to choose when and how you retire, with confidence and certainty.

Take the first step toward your financial future; contact a First Financial adviser today.