About Us


5 Financial is a unique advisory firm located in Sydney’s Rhodes, that delivers expert financial solutions for individuals and businesses.

Discover an innovative financial services firm, where helping you thrive financially is at the heart of all we do.

Whether you’re looking to grow your personal wealth or you’re in need of financial advice for your business, our skilled and experienced advisers will help take you to where it is you want to go.

Since we first opened our doors in 1988, it’s been our mission to help our clients achieve financial success and realise the particular goals that are important to them.

If you’re curious about our name and wondering what the ‘5’ in ‘5 Financial’ means, it signifies the 5 key ways we stand apart in the industry.

What does our name mean, exactly?



We’re independently owned and have our own Australian Financial Services Licence, so our advice is driven solely by what’s in your best interests. Our staff are paid salaries, not commissions and we’re a fee-based practice, so you’re clear upfront what our costs will be.



We have clients who’ve been with us for several decades, and we have a real sense of partnership in watching them bring their goals to life. We’re in this for the long term and we care a lot about helping you succeed.


We’re an INTEGRATED practice

In offering a complete range of financial services, we can co-ordinate each element for you. This means there’s less running around for you and you don’t need to tell your story over and over. It also helps to create a more efficient and effective outcome.


Our TAILORED approach

There is no ‘one size fits all’ at 5 Financial. We personalise our recommendations to precisely fit what’s right for you, your goals and your circumstances.


We’re recognised EXPERTS in our field

Our advisers each have strong credentials in their area of specialty. In recognition of their capability, 5 Financial advisers have been selected to present on technical concepts in professional development training for others in the industry.

If you want valuable advice and guidance that will help you reach your goals, please call us on 02 9739 6555 or click the button below to arrange a complimentary, no-obligation meeting.


Note, the content found on this website provides general information only. It does not constitute financial advice as it does not take into account your personal circumstances, timeframe or goals.

Any views expressed on 5financial.com.au or contained in other materials provided or distributed by 5 Wealth Management Pty Ltd [5WM] or 5 Advisory & Tax Pty Ltd [5AT] have been prepared (unless otherwise explicitly expressed) without taking into account your personal objectives, financial situation or needs. Before acting on any information found on 5financial.com.au, or expressed within materials provided by 5WM or 5AT, 5WM and 5AT recommend that you consider whether it is appropriate for your circumstances and that you seek professional advice tailored to your personal objectives, financial situation and needs.

This website or other 5WM and 5AT materials may contain references to financial product(s). 5WM and 5AT recommend you consider the Product Disclosure Statement (PDS) or other disclosure documents for the products(s) before making any decisions regarding acquiring the products or otherwise.