Celebrating 25 years in business
Video: Tony & Jo Scrutton | Client Testimonial | A long-standing relationship
Tony and Jo originally came to First Financial looking for a mortgage. In the years since, Tony has gone on to recommend First Financial to many friends, acquaintances, clients and colleagues. Tony and Jo have become firm friends of
Video: A Celebration | First Financial 25 Years
Our founder Michael Caplan recently said, “Nobody wants a mortgage. They don’t want to deal with the stress. What they want is their home.” And he’s spot on. We’ve had a wonderful time sharing stories, learnings and memories from
Video: Getting to know the First Financial team – Part Two
Part two of our ‘getting to know you’ team video. Behind every success we’ve experienced as a business, there’s been a whole team of people making it happen. Our people make us who we are.
Video: Getting to know the First Financial team – Part One
Behind every success we’ve experienced as a business, there has been a whole team of people making it happen. Our people make us who we are, and we’d love for you to get to know them a little better
Know your values | 25 years of passion, quality and service – Part Eight
Welcome to the final blog in our series, 25 years of passion, quality and service, celebrating a quarter of a century since First Financial was established. We hope you’ve enjoyed reading them – and if you missed any, they’re
Eight ways to shake up your business | 25 years of passion, quality and service – Part Seven
Can you ever imagine being able to say, “my work here is done”? It seems unlikely to us at First Financial. No matter how well our business is doing or how much our people are achieving, we’re always looking
What doesn’t kill you makes you stronger | 25 years of passion, quality and service – Part Six
At First Financial, we’ve just celebrated 25 years since we first opened our doors. If we look back over that time, we’ve experienced many significant financial events, seen many changes in the market and had to grow and adapt
Six ways to build a buzz in the office | 25 years of passion, quality and service – Part Five
Teamwork is everything at First Financial. We’ve built a close-knit, supportive group of colleagues who all enjoy coming to work and who pull together to give our clients a high-quality service. So how have we managed to build such
Video: Hilton Freund | First Financial Client Testimonial | Celebrating 25 Years
Hilton Freund has been a client of First Financial for many years. In that time we’ve developed a strong professional relationship, and have helped Hilton acquire mortgages on his investment properties.
Video: Jeffrey & Sandra Benedyk | 25 years of working with First Financial
Jeffrey and Sandra have been clients of First Financial since the early days, starting in 2000. They originally started working with Michael Caplan, and over the years have returned time and time again.
25 Years of Quality, Passion and Service
Know your values | 25 years of passion, quality and service – Part Eight
Welcome to the final blog in our series, 25 years of passion, quality and service, celebrating a quarter of a century since First Financial was established. We hope you’ve enjoyed reading them – and if you missed any, they’re
Eight ways to shake up your business | 25 years of passion, quality and service – Part Seven
Can you ever imagine being able to say, “my work here is done”? It seems unlikely to us at First Financial. No matter how well our business is doing or how much our people are achieving, we’re always looking
What doesn’t kill you makes you stronger | 25 years of passion, quality and service – Part Six
At First Financial, we’ve just celebrated 25 years since we first opened our doors. If we look back over that time, we’ve experienced many significant financial events, seen many changes in the market and had to grow and adapt
Six ways to build a buzz in the office | 25 years of passion, quality and service – Part Five
Teamwork is everything at First Financial. We’ve built a close-knit, supportive group of colleagues who all enjoy coming to work and who pull together to give our clients a high-quality service. So how have we managed to build such
Why values matter more than skills when hiring | 25 years of passion, quality and service – Part Four
One thing that we’ve discovered over our 25 years in business is that people have a thirst for knowledge. They want to develop new skills and feel like they’re moving on in their career. And that was backed up
Five top tips for a brilliant team | 25 years of passion, quality and service – Part Three
At First Financial, we know it’s our people who make our business what it is. If it hadn’t been for the work they do and the commitment they show, we’d never have made it to our 25-year milestone. As
Why you need to go the extra mile | 25 years of passion, quality and service – Part Two
It’s something that we’ve known for a while. If you want to build client relationships that are strong and long-lasting, you have to give better than best advice. You might briefly get away with half measures – but your
Building a business that’s built to last | 25 years of passion, quality and service – Part One
They say the first 25 years are the hardest! Unbelievably, that’s how long we’ve been serving our clients at First Financial. And although much has changed over the years, the core values of passion, quality, trust and respect that
In The Press
A focus on our team
From New Starter to New Director with First Financial
First Financial was established in 1997 by our Chairman, Michael Caplan. His vision was to create a family-centric business with good honest values – and where the client always
From Apprentice to Adviser
First Financial was established more than 25 years ago. Right from the start, we knew that having a great team of people around us would be the key to
2020 Core Values Champion
Our values are at the core of everything we do, and you’ll find them manifest across every part of our relationship with you; they guide our team, and they
Meet the Team – Our Expert Advisers
Expert, creative, dependable. Since 1997 we’ve helped contractors, sports people, business owners and others who need a planner who’ll go the extra mile.To do that we’ve built an accomplished