At 5 Financial, transparency and trust are at the heart of everything we do. Our Financial Services Guide (FSG) outlines important information about who we are, the financial services we offer, how we’re paid, and your rights as a client.
You can use this guide to understand how we work, what to expect from our team, and how we prioritise your best interests in every recommendation we make. It’s part of our commitment to helping you feel clear and confident financially.
Our services cover every stage of your financial journey. We provide tailored advice across wealth management, accounting, tax, finance, and estate planning, with a focus on strategies that suit your circumstances. Whether you want to grow your assets, take control of your retirement savings through a self-managed super fund, or put plans in place to protect your legacy, our team can guide you with practical and personal advice.
We also offer mortgage and finance broking services to connect you with competitive lending options, while our tax and advisory support helps strengthen your financial position through smart planning and compliance. To make managing money easier, our secure wealth portal brings your financial world into one place, and our news and resources section shares timely insights on key financial topics. To see how we can support your goals, book a consultation with one of our advisers at our Sydney or Rhodes offices.