First Financial
Curated by SignalFinancial planning solutions enabling Australians to retire with confidence.
Overview
First Financial is a firm based in Melbourne that offers financial planning and advisory services to individuals. The company provides a variety of products, including insurance, superannuation, investment management, retirement planning, and aged care advisory services. First Financial utilizes tools such as predictive analytics and customizable financial planning software to assist in client management and investment strategies. The firm's mission is to assist Australians in preparing for retirement by developing personalized financial plans that take into account individual circumstances and risk preferences. The company emphasizes a client-centric approach, aiming to build long-term relationships and provide independent recommendations for tailored financial solutions.
Key facts
- Founded
- 2013
- Headquarters
- Melbourne, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
2 rolesParaplanner
Melbourne, Victoria, Australia · On-site · Volunteer
Associate Adviser
Melbourne, Victoria, Australia · On-site · Full-time
