First Financial Melbourne

Welcome to First Financial Melbourne, located at 90 Collins Street in the vibrant city of Melbourne, Australia. As a leading institution in the field of accounting, establishment, finance, and insurance agency, we are dedicated to providing top-notch services to our valued clients.

At First Financial, our primary focus is to help Australians retire on their own terms, with confidence and certainty. We understand that everyone's financial situation is unique, which is why we specialize in creating tailor-made plans that suit each client's specific circumstances and attitude towards their finances.

With our own Australian Financial Services Licence (AFSL), we are proud to offer a wide range of services, including insurances, superannuation management, investment management, retirement planning, savings strategies, SMSF (Self-Managed Super Funds), tax effective strategies, borrowing through super, aged care advisory services, and general financial inquiries.

What sets us apart from other financial planning firms is our approach to risk profiling. Instead of simply performing a generic risk assessment, we take into consideration your individual circumstances and attitude towards risk to create a comprehensive plan that ensures you have enough to enjoy life today and retire with peace of mind.

At First Financial, we don't just hire advisers, we breed them ourselves. Through our rigorous in-house training program, we instill our ethics, principles, and values into every adviser, ensuring that they are equipped with the knowledge and expertise to provide exceptional service to our clients.

Our investment committee, comprised of highly skilled and experienced planners, is dedicated to delivering outstanding long-term outcomes. We believe in building a portfolio that is relevant to your current circumstances and adjusted for your attitude towards risk, ensuring that your investments align with your goals.

If you've made careful financial preparations, retirement can truly be a dream come true. Take Jan and Mark, for example, who embraced life in the fast lane before retiring and continue to live life to the fullest even five years after leaving their careers behind.

While enjoying the present is important, it's also crucial to plan for the future. That's why we offer aged care advisory services, helping you prepare for the possibility of needing aged care services in the future, for your own well-being and that of your loved ones.

If you've calculated the exact amount needed for your retirement but are unsure about how to achieve that goal, have you considered downsizing before retirement? Downsizing can have a significant impact on your financial situation, providing you with more flexibility and power in achieving your retirement goals.

At First Financial Melbourne, we are committed to helping you achieve financial success and a secure retirement. Contact us today to schedule a consultation with one of our skilled advisers. Whether you have specific questions or are in need of general financial advice, we are here to assist you every step of the way.