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First Financial Melbourne

First Financial Melbourne

4.6(22 reviews)See reviews ↓·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

Longevity of relationships is the theme that stands out most across feedback for this Melbourne financial advice practice, with clients describing associations spanning many years and, in some accounts, decades. Several reviewers describe advisers who take the time to understand personal circumstances and retirement goals before making any recommendation, and who explain financial matters in plain language rather than jargon. Named advisers recur, including James Wrigley, Duncan, Mitch, Paul Cupic, Nick Thomas, Adela, Roel and Gavin Colosimo, each praised for patience, honesty, availability and a personal approach.

Something that features in review after review is that advice is tailored: customers say their goals and needs are listened to and a plan built around them, rather than a generic product being offered. Reviewers often mention clear communication, particularly the ability to make complex matters understandable without leaving clients feeling overwhelmed. Attention to detail, friendly service from the wider staff, and satisfaction with the returns produced on investments are also noted. Clients speak of feeling supported through changing circumstances as they age, and of trusting that their interests are being served. The work described spans superannuation and retirement planning, investment management and general financial advice.

Financial institutionInsurance agencyLife insurance agencyMortgage lenderSuperannuation Consultant
First Financial Melbourne — Customer photo
First Financial Melbourne — Customer photo

Reviews

Reviews are taken from publicly available sources.

BA
Beverley Aberline30 June 2026

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.

JH
Joan H25 June 2026

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.

CH
Colin Hunter24 June 2026

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.

CM
c m29 May 2026

Thank you to Paul Cupic today. Very much appreciated advice and understanding. Caroline. 😊

JB
Jan Brasch14 May 2026

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.

J
James11 May 2026

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. .

RM
Robert Morpurgo7 May 2026

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.

RankProviderRatingReviewsOpen Sat.
1360 Financial Strategists★ 5,0438No
2Choice Capital★ 5,095No
3Priority1 Wealth Management Group★ 5,014No
4My Wealth Solutions - Financial Advisors & Planners★ 5,010No
5Toro Wealth Financial Advice★ 5,08No
10First Financial Melbourne (this page)★ 4,622No
Contact
+61399095800firstfinancial.com.aulevel 9/90 Collins St, Melbourne VIC 3000
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed