Investment Management

Getting it right from the start

Getting it right from the start

With thousands of investment options, how do you choose what to invest in?

How do you make the jump from saving to investing?

How do you know if you’ve made the right choice?

That’s where we come in. We use a unique process and philosophy we developed, and have used for more than 15 years.


We use a long-term strategy that we monitor closely

We use a long-term strategy that we monitor closely

At First Financial we believe investment is not about luck. Investing should be a long-term strategy, one you monitor closely and regularly.

Investing is certainly not a ‘set and forget’ process.

Successful investors develop a plan, manage the process and monitor their choices.

At First Financial we provide guidance with all of these steps. We see our role as one of collaboration. We provide market intelligence and prudent financial advice so you can make decisions that match your investment profile, personal ethics and goals.

Contact our team of financial planners in Melbourne today.

Client Testimonial

“Thank you so much for all your help and expertise with the organisation of our financial situation. Thank you also for your ongoing work and support for me to secure a comfortable financial future.”

Christine McClure


If you want to retire life ready