Unlike the majority of financial advisers, we’re self-licenced and not owned by any financial institution. This means when it comes to your financial plan, you can trust that our recommendations are driven entirely by what will serve your best interests.
Our staff are paid salaries, not commissions and we’re a fee-based practice so you will know what your fees will be upfront. When dealing with us, you won’t be locked into any large, daunting contracts. You can amend the services of our agreement or cancel at any time.
Our high professional and ethical standards have been recognised by the Financial Advice Association Australia (previously Financial Planning Association) who have accredited 5 Wealth Management as an FPA Professional Practice. 5 Wealth Management Pty Ltd is registered as a Tax (financial) adviser, registration number 24786816.
