About First Financial
First Financial is a company based in Melbourne (Australia) founded in 2014 by Chris White. It operates as a Professional Services. First Financial offers products and services including Retirement Planning, Investment and Wealth Management, Superannuation and SMSF, Tax Effective Strategies, and Insurance and Aged Care. First Financial operates in a competitive market with competitors including Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState, among others.
- Headquarter Melbourne, Australia
- Founders Chris White
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name First Financial Pty Ltd
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Products & Services of First Financial
First Financial offers a comprehensive portfolio of products and services, including Retirement Planning, Investment and Wealth Management, Superannuation and SMSF, Tax Effective Strategies, and Insurance and Aged Care. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tailored strategies are developed for retirement financial security.
Personalized investment plans are created for wealth growth.
Superannuation solutions are provided for long-term financial planning.
Tax-saving strategies are designed to maximize financial efficiency.
Insurance and care plans are offered for protection.
Funding Insights of First Financial
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jun, 2015 | Amount | Series A - First Financial | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in First Financial
First Financial has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Easton Investments. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by First Financial
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - First Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
First Financial Comparisons
Competitors of First Financial
First Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Wealth management services are provided to Australian clients.
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| domain | founded_year | HQ Location |
Financial advisory and accounting services are provided by Findex.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients in Australia.
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| domain | founded_year | HQ Location |
Offers investment management services focused on portfolio construction and risk assessment.
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| domain | founded_year | HQ Location |
Wealth management services are provided by MyState to Australian clients.
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| domain | founded_year | HQ Location |
Wealth management advisory services are provided to clients in Australia.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about First Financial
When was First Financial founded?
First Financial was founded in 2014 and raised its 1st funding round 1 year after it was founded.
Where is First Financial located?
First Financial is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.
What does First Financial do?
Tailored financial planning and wealth management services are offered by First Financial. Focus is placed on retirement planning, investment strategies, superannuation, tax efficiency, insurance, and aged care solutions. Clients across various life stages are supported with personalized advice and ongoing guidance. Sectors served include individual and family financial security, with an emphasis on long-term goals and adaptability to life changes. Comprehensive strategies are developed to ensure clarity and confidence in financial futures.
Who are the top competitors of First Financial?
First Financial's top competitors include Ord Minnett, MyState and Centric Wealth.
What products or services does First Financial offer?
First Financial offers Retirement Planning, Investment and Wealth Management, Superannuation and SMSF, Tax Effective Strategies, and Insurance and Aged Care.
Who are First Financial's investors?
First Financial has 1 investor. Key investors include Easton Investments.