Wealth Building

Close your eyes for a second...


And imagine your retirement. It may be 10 years away. 20 years. But life moves at a frantic pace, and right now is the perfect time to start planning for your retirement. It may not feel like it, but you’re in the wealth building stage of life.

Perhaps you’ve started thinking about what retirement might look like for you?

Do you see travel? Long walks on the beach? A tree change? Or maybe retirement seems so far away you can’t see it clearly just yet.

That’s ok, time is on your side … but to retire life ready you need to start with a plan.

What does ‘Retire Life Ready’ really mean?


Retiring life ready means having the financial freedom to choose when and how you retire, with confidence and certainty.

A solid financial plan is the essential foundation you need to build the future you see for yourself. The earlier you start planning for retirement the more opportunities you’ll have to accumulate wealth along the way.

When you’re busy in the wealth building stage it’s time to focus on building an investment portfolio geared for growth that’s robust enough to serve you well in the long term.

Establish goals


Your future doesn’t have to be set in stone but identifying retirement goals – both personal and financial – can provide clarity about your next steps.

A face-to-face conversation with one of our financial advisers can help you define what’s important to you now and in the future.

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.

Kick starting wealth


You work hard for your money so it’s important that those well-earned dollars return the favour. At First Financial we can make decisions about your assets and income streams so they deliver the best possible returns.

At this stage of life, we focus on:

  • debt reduction
  • accelerating super
  • establishing an SMSF
  • considering an investment property
  • growing an investment portfolio
  • smart cash flow
  • tax effective strategies

Your future is bright


Having a solid retirement plan means you’ll have plenty of options when the time comes.

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