First Financial Melbourne
About the company
First Financial Melbourne is a financial advisory and planning practice that holds its own Australian Financial Services Licence. The firm maintains an internal Investment Committee and provides in-house adviser training. Its services include superannuation, investment planning, insurance, legal, lending, aged care advisory and estate considerations.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I have been a client of First Financial for many, many years, I am very happy with the service provided to me by my Advisor James Wrigley, he explains everything clearly to me so I can underestand & always makes sure I am happy to go ahead with any recommendation.
Nicole Gullone, our financial advisor of many years at First Financial, is a consummate professional & a delight with whom to work. She is intelligent, savvy & switched on to our needs & concerns. We couldn’t recommend her more highly.
My wife and I have been with First Financial for a number of years and have always been really happy with the service. Duncan and Mitch have taken the time to get to know us and understand what we want to achieve in retirement. We genuinely appreciate their personal approach and the interest they take in helping us make good decisions for our future. They have a great way of explaining financial matters in plain English, making everything easy to understand and giving us confidence that we're on the right track. Their knowledge of our investments and the wider market is impressive, and their advice is always professional and well thought out. What stands out most is the trust we've built over the years. We never feel like just another client, and it's clear they always have our best interests at heart. We wouldn't hesitate to recommend Duncan, Mitch and the entire First Financial team to anyone looking for friendly, knowledgeable and trustworthy financial advice.
Thank you to Paul Cupic today. Very much appreciated advice and understanding. Caroline. 😊
My husband and I have been clients of First Financial for many years. We continue to be very happy with their services, attention to detail and the financial returns that our investments produce in their hands. I am very grateful to our current advisor, Adela, for her attention to our particular needs as we age.
We were recommended to First Financial by one our clients , and we have been working with them for many years . Gavin Colosimo is absolutely brilliant - so informative and the entire staff are fantastic. I'd highly recommend them to anyone. .
We have been clients of First Financial for many years and have always been extremely satisfied with the service they provide. The entire staff are brilliant to deal with particularly our personal advisor James Wrigley. James has always taken the time to not only get to know myself and my wife on a personal level but as importantly getting to know and understand our goals in our retirement years. James always explains everything clearly and concisely without confusing jargon. This allows us to feel completely informed and confident about the decisions we're making. What really stands out to us is his professionalism, great understanding of global market conditions and his genuine care of our situation. We highly recommend James and the team at First Financial to anyone who is seeking trustworthy and knowledgeable financial advice.
Financial advisers & planners in Melbourne compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | 360 Financial Strategists | ★ 5,0 | 438 | No |
| 2 | Choice Capital | ★ 5,0 | 95 | No |
| 3 | Priority1 Wealth Management Group | ★ 5,0 | 14 | No |
| 4 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 10 | No |
| 5 | Toro Wealth Financial Advice | ★ 5,0 | 8 | No |
| 10 | First Financial Melbourne (this page) | ★ 4,6 | 22 | No |


