Services

• Only two weeks left to meet urgent legal and financial deadlines
• Wanted to preserve capital while setting up income for the future
• Needed a plan that supported both retirement and ongoing work
• Hoped to find advice that felt personal, not transactional

• Managed every moving piece, from legal documents to super rollovers
• Designed a strategy that supported both Tim’s retirement and Adam’s career
• Offered clear guidance with steady follow-through, with no stress or pressure
• Built in ethical investing and flexibility, without sacrificing performance

“We’re in totally different life stages, but First Financial built a strategy that supports us both. From urgent legal steps to ethical investing, they handled every detail with calm, care, and real expertise. It’s financial freedom without compromise, and we couldn’t have done it without them.”

• Had never managed finances before
• Was overwhelmed after her husband’s passing
• Needed plain-English explanations and patience
• Sought emotional support and practical clarity

• Offered caring, respectful advice at her pace
• Rebuilt confidence with diagrams, stories, and reassurance
• Supported gradual decision-making around retirement
• Remained a trusted constant through major transitions

“After my husband passed, I was completely unsure where to start. First Financial gave me the space to learn, to ask questions, to grow confident. They drew a diagram that I still have. And now, I sleep well at night knowing I’ve got someone in my corner.”

• Wanted to travel and enjoy retirement without second-guessing finances
• Needed a structured income plan with buffers for the unexpected
• Valued guidance that felt honest and human, not overcomplicated
• Needed people they could call and count on

• Created a reliable income stream with a set-aside safety net for the unexpected
• Gave them the freedom to travel and spend meaningfully with family
• Kept advice simple, thoughtful, and tailored to what mattered to them
• Built a lasting partnership based on trust

“We’ve travelled the world, Europe, Sri Lanka, Vietnam, without once stressing about the money. They made everything feel simple and gave us the confidence to live well. We feel secure because we know exactly where we stand, and that peace of mind means everything.”

• Needed financial guidance after business sale
• Lacked experience managing complex finances
• Sought consistent income and long-term structure
• Wanted a familiar, reliable relationship

• Provided long-term support through several transitions
• Helped structure income reliably for retirement
• Empowered Jan through education and reassurance
• Delivered calm advice through both grief and growth

“The money just comes in. I don’t have to think about it. And I know they’re always there. They’ve always been there in the background, just quietly making things work.”

• Navigated the sale of a long-held business
• Wanted simple, honest advice after burnout
• Needed a hands-on adviser he could talk to
• Desired financial guidance aligned with lifestyle goals

• Crafted a strategy that supports relaxed, post-work life
• Offered approachable, plain-English advice
• Maintained an ongoing, trustworthy relationship
• Provided flexibility with investments and cash flow

“I feel genuinely supported by First Financial. I can ask anything, and there’s no pressure, just clear advice and real care. The money’s growing, I’m not stressed about it, and I feel completely at ease for the first time. I don’t miss work, but I’d miss the support I get from First Financial.”

• Invest inheritance securely without high risk
• Maintain a modest lifestyle with confidence
• Building trust for someone new to advice
• Accessible, personalised advice

• Provided a low-risk strategy with regular income
• Reassured with steady, market-aware updates
• Established trust through responsiveness and warmth
• Delivered calm, expert support through all transitions

“We feel very secure with First Financial, the income just comes in, and we know everything is being looked after. It’s not just safe, it’s smart. We’ve recommended them to others because we genuinely believe in the team.”