First Financial Email Format
Financial ServicesVictoria, Australia51-200 Employees
First Financial operates in the financial services sector with a focus on relationships and pre-retirement planning, helping clients prepare for retirement. It relies on a sizable team of specialists with extensive industry experience, and is described as one of the larger firms in Victoria. Its range of services includes wealth management, lending for home, investment, and commercial needs, establishment and administration of self-managed superannuation funds, risk management and insurance advice, and estate planning together with aged care guidance. The company is based in Melbourne, Victoria, and targets clients approaching retirement who require guidance across these financial areas. In July 2024, First Financial selected an upgraded SMSF software platform from SuperMate, indicating ongoing enhancements to its self-managed superannuation services.