About Us

Testimonials

We’re very proud of the feedback we receive. Here’s a small sample of what clients have to say about us…

I came to 5 Financial after finding my super fund had fallen short on several occasions and was very worried re my future. After my first interview I was smiling and have continued to do so. I have recommended 5 Financial to all my friends.

JA, Retired, Sydney's Northern Beaches

As a result of following our Adviser’s advice, we’ve been able to reach several of our goals a few years sooner than we’d expected – including retiring! We’re very happy to recommend 5 Financial, and have already done so.

PP & SP, Kurrajong Hills

With 5 Financial we have a plan to actually achieve our goals instead of just dreaming about them. Their in depth goal setting and fact finding process clarified our goals precisely, and that meant that our plan was built with a clear path towards accomplishment.

MC, General Manager, Mortlake

You have assisted us in setting our goals and executing them. You have shown us there is no quick way of reaching a desired position, but you have helped us to reach ours with sound advice and self-discipline.

S & M L, Manager & Educator, Gladesville

Our financial plan is a powerful tool. It helps us visualise how everything fits together and where it will lead us. We’ve also valued the tax benefits it’s created – opportunities we’d have not known about on our own.

BK & AM, Newcastle, NSW

As a busy career woman I felt the need to outsource the financial part of my life to a competent financial planner. After initial discussions I found 5 Financial not only capable of doing this to my satisfaction but enthusiastic about helping me build my financial wealth as well. They have given me peace of mind and allowed me to concentrate on my work whilst looking after my super, investments, insurance and finances.

MH, Executive, Leichhardt

A real highlight of our 5 Financial experience has been our Adviser’s presentations of relevant financial planning strategies for us

C & LW, Finance Manager, Oyster Bay

Every time we have my review I am instilled with confidence in my financial situation and future. Meeting you and going with that old gut feeling years ago was a great decision as I am so well looked after by not only you, but the team as a whole.

SD, Retired, Gold Coast

I’ve been with 5 Financial since 1997. The team listens to your goals, provides clear options, has a long-term approach, is always available, and brings confidence and trust to investments. I have no hesitation in recommending 5 Financial.

GD, Journalist, Lindfield

We have found the staff at 5 Financial to be very professional and friendly and they have always been ready to attend to any matters we have raised.

DS & TK, Accountant & Business Owner, Ermington

We have found Jason and other staff members to be friendly and professional. They respond quickly to our enquiries. ‘5 Financial’ has organised our finances in such a manner that has enabled us to retire comfortably.

T & K B, Retired, NSW North Coast

We decided that we needed to get advice on how to better develop our retirement plans and make smarter use of the legislation to enhance our superannuation benefits. We selected 5 Financial for this advice because they were looking after a number of senior managers at my work who were happy with their advice and the results being achieved

JM, Engineer, Drummoyne

5 Financial are professional, reassuring, competent, approachable and FUN. Their explanations are clear, even for those who are financially illiterate. 5 Financial aims to relieve financial stress and leave you to enjoy life. 5 Financial makes me money!

DR, Retired, Eastern Suburbs, Sydney

5 Financial are not associated or obligated to specific financial products, and in that they can, and do offer products that are truly tailored to your goals. They are transparent with fees and understand client concerns on such.

C & J L, Manager & Healthcare Professional, Abbotsford

I was reliving the experience of my Financial Planners at 5 Financial Financial Planning to Sarah, when she suggest that I should blog about it.

You see I’ve been plagued by the worst possible customer service from several industries and suppliers lately that I reflected on what GOOD (or fabulous) customer service actually looks like…

I love the way 5 Financial treats me and that’s the reason I’ll stay with them…. Keep it up 5 Financial, it’s a new benchmark you’ve set for me.

VB, Business Director, Castle Hill

We have been with 5 Financial for 8 years approximately and they have improved our financial structure well beyond expectations. We are in a position to move forward into retirement with confidence solely due to the endeavours of 5 Financial.

RG & JG, Retired, NSW North Coast