Retire Life Ready, Certain You Have Enough
At First Financial, we are passionate about helping Australians retire when and how they choose, with confidence and certainty. As a leading wealth management firm based in Melbourne, we specialize in financial planning and superannuation management services. Our boutique, client-centric approach sets us apart from traditional financial planners, allowing us to maximize your financial success and help you enjoy today - and retire life ready, certain you have enough.
Our Services
We offer a comprehensive range of financial services, including insurance, superannuation, investment management, retirement planning, savings, self-managed superannuation, tax-effective strategies, borrowing through super, and aged care advisory services. Our team of experienced financial advisers takes the time to understand your unique circumstances and attitude, crafting tailor-made plans that cater to your specific needs and goals.
What Makes Us Different
At First Financial, we don't believe in one-size-fits-all solutions. Our approach is centered around you, taking into account your individual circumstances, risk tolerance, and financial objectives. We don't just manage your finances; we help you create a path to wealth and a life of financial freedom. Our innovative investment strategy, in-house training program, and commitment to ongoing education ensure that our advisers are equipped to provide the highest level of service and expertise.
Our Team
Our team of experienced financial advisers, investment managers, and support staff are dedicated to helping you achieve your financial goals. We're not just financial experts; we're passionate about helping Australians like you achieve a better financial future. Our team is committed to ongoing education and professional development, ensuring that we stay at the forefront of industry trends and best practices.
Our Values
At First Financial, we're committed to upholding the highest standards of integrity, professionalism, and excellence. We believe in building lifelong relationships with our clients, founded on trust, transparency, and a deep understanding of your financial needs and goals. Our clients are at the heart of everything we do, and we're dedicated to helping you achieve financial freedom and peace of mind.
Client Experience with First Financial
Long-term Partnerships
First Financial has been fortunate to have formed long-term partnerships with its clients, with some relationships spanning over two decades. These clients have seen the company go through name changes and office relocations, but their trust and faith in the company's financial advisory services have remained unwavering.
Expertise and Trust
Clients praise First Financial for its expertise in researching and providing timely advice on changes in the financial landscape, particularly for retirees. The company's advisors are commended for their ability to make informed recommendations that cater to individual lifestyles and financial goals.
Personalized Service
First Financial's advisors, such as Brad Jackson and Chris Crough, have been instrumental in providing personalized service to their clients. They have helped clients navigate complex financial matters, including investments, pension entitlements, and annuities.
Specialized Services for SMSFs
The company has also been recognized for its expertise in managing Self-Managed Super Funds (SMSFs). Clients appreciate the comprehensive service offered, which includes investment management, legal services, and accounting necessities.
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