First Financial
Nearby accountants
3000
Collins Street
Collins Street
316 Bay Road Cheltenham
Level 3 250 Camberwell Road
Collins Street
Collins Street
Level 27 101 Collins Street
Level 27/101 Collins Street
Collins
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We specialise in
- Wealth Management and Financial Planning
- Risk and Life Insurance
- SMSF Administration
- Lending & Finance
We are very proud and excited to be launching First Financial. With a wealth of knowledge and experience we specialise in:
Wealth Management and Financial Planning
Risk and Life Insurance
Self-Managed Superannuation Fund (SMSF) administration
Lending & Finance
Consistency is key when building healthy money habits for couples and forging a strong financial future together. At First Financial, we empower individuals and couples to retire on their terms. Here are some of our top tips.
Money Habits for Couples | First Financial Consistency is key when building healthy money habits for couples and forging a strong financial future together. Here are some top tips. | First Financial
What financial advice would you share with your 21-year-old self? As we age, we tend to get savvier about money matters. Sadly, revisiting the past is off the table, but we can pass on our financial wisdom to anyone on the brink of starting their first full-time job.
Financial Wisdom First Full-Time Job | First Financial We get savvier about money with age. While we can’t go back, we can pass our financial wisdom to anyone starting their first full-time job. | First Financial
Picture this: you and your partner, hand in hand, stepping into a future filled with financial freedom and shared dreams. And when it comes to those aspirations, superannuation strategies for couples play a pivotal role.
Superannuation Strategies for Couples | First Financial Superannuation strategies for couples play a pivotal role in achieving financial freedom and shared retirement dreams. | First Financial
Preparing for retirement involves mastering the nuances of a different financial landscape. It’s not an all-or-nothing endeavour. You can ease into it with a transition to retirement (TTR) income stream.
Transition to Retirement Income | First Financial Retirement is not an all-or-nothing endeavour. You can ease into it with a transition to retirement (TTR) income stream. | First Financial
Just as a golfer has a strategy for each round, retirement requires financial readiness to embrace its possibilities. We shine the spotlight on our client Dick Kirby, who was ready and able to give back to golf for over 40 years, culminating in a well-deserved OAM award.
Retirement Spotlight | First Financial Read our retirement spotlight on client Dick Kirby who received an OAM for over four decades of service to golf. | First Financial
If you didn’t start in your 20s, it’s not too late to start investing in your 30s. You’re young enough to enjoy the benefits of compound interest over another 30-plus years, and you’re wise enough to invest a significant portion of your income.
Investing in Your 30s | First Financial Investing in your 30s will lead to a secure financial future and a fulfilling retirement. | First Financial
Whether you’re a high, middle or low income earner, everyone is feeling the pinch and talking about the rising cost of living. At First Financial, we have some practical advice for tough economic times.
The Rising Cost of Living | First Financial The rising cost of living is impacting everyone. At First Financial, we have some practical advice for tough economic times.
In an industry traditionally dominated by men, women are now on the rise. We’re seeing more women in finance, and First Financial is a proud supporter of growing the careers of young mums and other women.
Women in Finance | First Financial A career for women in finance offers exceptional growth opportunities. At First Financial, we support working mums through a family-first approach.
Up for an adventure post-retirement? It’s time to hit the road. If caravanning in Australia after retirement sounds like a great way to wind down after a long and demanding career, then read on.
Caravanning in Australia After Retirement | First Financial SEO Description: Thinking of caravanning in Australia after retirement? Hear from these two retired couples why this is the best decision ever. | First Financial
While defined benefit funds are no longer open to new members, some Aussies who are nearing retirement are members of those funds – and here we explain the difference between defined benefit plans and accumulation super funds.
Defined Benefit vs Accumulation Super | First Financial Here, we explain the difference between defined benefit plans and accumulation super funds. | First Financial
Rising interest rates continue to be a massive concern for many Australians. This is not just for homeowners, but everyone affected by the resultant increase in cost of living.
Interest Rates and Assets With rising interest rates, selling off assets to cover your costs might not be the only solution. We discuss the pros and cons. | First Financial
The change in superannuation downsizing limit is a key driver in helping older Aussies to boost their income in retirement. Here’s how the lower age limit can benefit your retirement.
Superannuation Downsizing Limit | First Financial People aged 55 and older can now choose to make a downsizer contribution into their superannuation of up to $300,000. Let’s talk facts. | First Financial
Successful property investment advice can yield significant returns. However, cost of living increases and rising interest rates necessitate a more focused approach when you’re trying to pay off your mortgage faster.
Paying Off Your Mortgage Faster | First Financial If your goal is to pay off your mortgage faster, our team of expert advisors at First Financial have some handy tips and advice to help you.
We discuss what your next 10 years as an investor will look like as the rising cost of living and interest rates hikes change the overall market. Are the “good old days” a thing of the past?
Your Next 10 Years as an Investor | First Financial What will your next 10 years as an investor look like as the rising cost of living and interest rate hikes change the market?| First Financial
Depending on how you look at it, superannuation can be a legal tax haven. Yes, you read that right! You don’t have to move to the Cayman Islands to realise your tax haven dreams – your superannuation fund can get you started!
Superannuation is a Legal Tax Haven | First Financial Superannuation is a legal tax haven. Yes, you read that right! You don’t have to move to the Cayman Islands to realise your tax haven dreams. | First Financial
Your 40s are a time for consolidation and future planning, so what are the best investing tips for your 40s? This decade is an important time, walk through some tips for investing best practice with us.
Investing tips in your 40s | First Financial What are the best investment tips for your 40s? We discuss the things you should be thinking about in your middle decade.| First Financial
Interest rates are on the rise and the cost of living is skyrocketing – so how can you plan for a financially healthy 2023 in the midst of it all? The team at First Financial has some tips.
Plan for a Financially Hhealthy 2023 | First Financial Interest rates are on the rise & the cost of living is skyrocketing. H how can you plan for a financially healthy 2023 in the midst of it all? | First Financial
Before you close out the year and head into the holiday period, consider what you should do to get your end of calendar year finances in order so you can start the new year afresh.
End of Calendar Year Finances| First Financial How to get your end of calendar year finances in order to start off the new year afresh. | First Financial
This is the second article in a two-part series about superannuation through generations, covering how to tackle superannuation in your 50s, 60s and 70s.
Superannuation in Your 50s, 60s and 70s | First Financial This second article in our Superannuation through the generations series focuses on how to tackle super in your 50s, 60s and 70s. | First Financial
Have you thought long and hard about your superannuation? In the first instalment of this two part series, we discuss everything you need to know about superannuation in your 20s, 30s and 40s.
Superannuation Through Generations | First Financial Superannuation through generations - what you should be thinking about in your 20s, 30s and 40s, ready for that dream retirement. | First Financial
According to ScamWatch, there have been more than 160,000 financial scams reported to the Australian Competition and Consumer Commission this year alone – with a whopping $425 million lost to scams.
Protect Yourself from Scams | First Financial How to protect yourself from scams and safeguard your finances| First Financial
The team members at First Financial were all ears when the new Labor government handed down its 2022/23 budget update on October 25 and we have collated some points that may interest you.
2022/23 Budget pdate | First Financial What does the latest 2022/23 budget mean for you? Find out in our budget update. | First Financial
Your ‘retirement gap’ is the difference between the income you’ll need to live a happy and fulfilling life in retirement and the money you’ll receive from your retirement income. Ask us about closing your retirement gap.
Close the Retirement Gap | First Financial Close the retirement gap - the difference between what you’ll have and what you need. | First Financial
First Financial Principal James Wrigley has been recognised as one of the most influential financial advisers in Australia, making the shortlist for the Financial Standard Power50 – recognising the 50 most influential financial advisers in the country.
First Financial First Financial Principal James Wrigley has been recognised as one of the top financial advisers in Australia and nominated in the Financial Standard Power50 – recognising the 50 most influential financial advisers in the country.
The First Financial Team enjoyed a team social event for the end of financial year at a Lego Legends afternoon, where they tested out their Lego building prowess while making a special contribution to charity.
First Financial Lego Legends | First Financial The First Financial Team came together to bond and build lego | First Financial
Over recent decades there has been a digital transformation and managing your money is more often completed with a few clicks on a keyboard, rather than a weekly trip to your local bank branch.
Managing your money with technology | First Financial Over recent decades there has been a digital transformation and managing your money is most often completed with a few keyboard strokes | First Financial
Every quarter, the Association of Superannuation Funds of Australia (ASFA) releases an update to their Retirement Standard. First produced back in 2004, the Standard provides crucial information about Australian retirement costs.
Retirement costs in Australia | First Financial The ASFA Retirement Standard benchmarks minimum retirement costs for a comfortable or modest retirement. We take a look at this information | First Financial
Grandparents hold a vital role within the family dynamic. If you are a Pop or a Nanna who enjoys a loving bond with your grandchild, you already know how special that is… but today we want to highlight the true value of grandparents.
The true value of grandparents | First Financial Grandparents hold a vital role within the family dynamic. They bring great happiness to a family. We highlight the true value of grandparents. | First Financial
From managing investments, superannuation and retirement planning, to saving for a home, covering education costs or medical expenses… keeping on top of your finances can seem pretty overwhelming. A personal financial adviser can make a difference in your life and help you make the most of what you have.
Personal financial adviser life changing | First Financial A personal financial adviser can make a significant difference in your life, helping you reach your financial goals and give you peace of mind | First Financial
The last two years have been tough for millions of Australians. But now that we are starting to find our way out of the dramatic lockdowns and life is somewhat returning to normal, what can you do to boost your finances?
How to boost your finances post COVID | First Financial Now that we are starting to find our way out of the lockdowns and life is returning to normal, what can you do to boost your finances? | First Financial
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Level 9 90 Collins Street
Melbourne, VIC
3000
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
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