ABN 15 167 177 817 AFSL 481 098 This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. This website provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.
Services
What Makes Us Different
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First Financial is a leading wealth management firm specialising in financial planning and superannuation management services, based in Melbourne. We offer all the services traditional financial planners offer, except that at First Financial, we do things a little differently. First Financial is a boutique, client-centric firm, which means the relationships we share with you are intimate, valuable and engaging.
Meet the Team
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We're proud to introduce our people. Each and every one of them are talented men and women of integrity who live and breathe the First Financial ethics, principles and values. Meet the principals of First Financial, talented experts in their field who guide, nurture, advise and mentor their growing team.
Financial Adviser Training
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At First Financial, our unique in-house adviser training Professional Year program means we can offer you a service which will help you retire life ready. Your own First Financial client-centred advising team including financial planners, paraplanners, associate advisers, and client services and administration personnel.
What to Expect
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One minute you're entering the workforce, the next making plans for the future, buying a home and perhaps starting a family. When you go to see a traditional financial planner, one of the first things you'll do will be to complete a risk profile. This is a series of questions which identify and measure an investor's attitude to risk.
Staying Ahead
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Legislative changes mean that the rules are constantly being rewritten - and as financial planners we need to constantly evolve and refine our strategies and plans. And we know it's vital to stay one step ahead of every change in legislation regarding taxation, superannuation, compliance and structure.
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