About First Financial
First Financial is a Financial Services company based in Melbourne (Australia) founded in 2014 by Chris White. It operates as a wealth management services are provided from Melbourne, Australia. It operates on a Professional Services model. First Financial offers products and services including Retirement Planning, Investment and Wealth Management, Superannuation and SMSF, Tax Effective Strategies, and Insurance and Aged Care. Its focus areas include Financials and Wealth Management. Its legal entity is First Financial Pty Ltd. Its competitors include Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState and 2 more.
Company details
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.
- Headquarters Melbourne, Australia
- Founders Chris White
- SectorsFinancial Services
- Phone•••• ••••
- Website firstfinancial.com.au
- Social LinkedIn X Facebook YouTube
- Legal Name First Financial Pty Ltd
- Investors
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.
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.
Apps and channels of First Financial
its YouTube channel First Financial Melbourne has 73 subscribers and 30 videos.
Videos from First Financial
The most watched videos on First Financial's YouTube channel, First Financial Melbourne (73 subscribers). Click a video to play it here.
More on First Financial Melbourne.
Funding Insights of First Financial
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of First Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2015 | – | Series A | – | – |
1 investors in total: 1 institutional.
Investors in First Financial
First Financial has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Easton Investments.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | eastoninvestments.com.au | - |
Investor details for First Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of First Financial
4 people are tracked at First Financial (2 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Chris White | Founder & MD | Leadership |
Norman D. Lowery | President and Chief Executive Officer | Leadership |
David Jackson | Principal | Team |
Amy C. | Associate Adviser Team Leader | Team |
Complete people profiles for First Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of First Financial
2 dated milestones of First Financial across 1 years, from founding to its latest funding, stage changes and deals.
- Founded First Financial is founded.
- Funding First funding round.
Competitors of First Financial
First Financial has 7 listed competitors in our database. They include Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ords.com.au | 1872 | Sydney, Australia | – | – | Wealth management services are provided to Australian clients. | |
| findex.com.au | 1987 | Melbourne, Australia | – | – | Financial advisory and accounting services are provided by Findex. | |
| primefinancial.com.au | 1998 | Melbourne, Australia | – | – | Wealth management services are provided to clients in Australia. | |
| macquarieim.com | 1969 | Sydney, Australia | – | – | Offers investment management services focused on portfolio construction and risk assessment. | |
| mystatelimited.com.au | 2009 | Hobart, Australia | – | – | Wealth management services are provided by MyState to Australian clients. | |
| centricwealth.com.au | 2002 | Sydney, Australia | – | – | Wealth management advisory services are provided to clients in Australia. | |
| jbwere.com.au | 1840 | Melbourne, Australia | – | – | Provides professional wealth management services to individual clients. |
Detailed competitors of First Financial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of First Financial
The website of First Financial (firstfinancial.com.au) receives about 6.5K visits a month.
- Monthly visits6.5K
▼ 11.8% vs previous month
Websites whose visitors overlap most with First Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| trilogyfunds.com.au | 100% | 15.3K | #1,388,244 | View details | |
wealthsafe.com.au | wealthsafe.com.au | 99% | – | #4,261,770 | – |
| primefinancial.com.au | 94% | 15.2K | #1,747,942 | View details | |
| netwealth.com.au | 84% | 454.2K | #101,164 | View details | |
| australianethical.com.au | 84% | 143.3K | #204,977 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 37 similar websites and full traffic analytics for First Financial
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 37 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
10 companies that operate in the same segment as First Financial (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about First Financial
First Financial was founded in 2014 and raised its 1st funding round 1 year after it was founded.
First Financial is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.
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.
First Financial's top competitors include Ord Minnett, MyState and Centric Wealth.
First Financial offers Retirement Planning, Investment and Wealth Management, Superannuation and SMSF, Tax Effective Strategies, and Insurance and Aged Care.
First Financial has 1 investor. Key investors include Easton Investments.
First Financial operates through First Financial Pty Ltd.