5 Financial is a leading provider of financial services for individuals and businesses.
When you work with us, we become part of your team. We offer sound, practical advice that’s tailored to your specific needs and goals and we do whatever we can to help you achieve them.
Our firm is unique in a number of ways and we’re frequently told that what we have to offer is special. In particular, we’re renowned for our:
We’re experts in what we do. We have the skills, experience and knowledge to shine a light on what’s possible and help you achieve it.
Our personal wealth and business advisers hold industry-leading qualifications and each devotes significant time to professional development, as well as researching market trends and emerging opportunities, ensuring you’re provided with the best and most up-to-date advice.
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.
We offer all the services you need to stay in control of your financial situation in one place – from business to personal. In offering wealth management, accounting, estate planning and more, every area of your financial life can be covered and integrated for greater efficiency and best results. This also means less running around for you!