News & Resources

Frequently Asked Questions

Want to know more about 5 Financial and what we offer? Here are the answers to some questions we’re often asked:

About Us

My friend deals with a particular adviser at 5 Financial. Can I work with the same adviser?
The financial advice industry has had a bad rap of late. Why should I trust you?
How confidential is my information?
Do you visit us in our home or our office?
Do you offer an introductory meeting?
How qualified are your advisers?
Do any product-providing financial institutions have a say in which financial products you recommend to your clients?
How are advisers remunerated at 5 Financial?
Who owns 5 Financial?


How do you charge?


What can you say in just a few words to sum up your firm’s attitude towards investing and wealth accumulation?
What is your investment philosophy?

netwealth Super or WRAP account

Where can I find the bank account details for where I make a contribution to my netwealth Super or WRAP account ?

Has your question been answered? If not, please drop us a note and we’d be very happy to supply more info. Alternatively, please feel free to call us on 02 9739 6555 and we will be happy to answer your questions or put you in touch with the relevant specialist adviser in the firm.