The 5 Financial Group offers a range of complete and integrated financial advisory services.
Our focus is to help you clarify, organise and master your financial circumstances with greater precision and certainty so you can comfortably reach your goals.
Through the 5 Financial group, you can access a broad range of financial advisory services including wealth management, accounting & tax, finance, and estate planning services.
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Increasingly we find people are interested in their investments beyond their financial return.
Hi everyone,Just a note to say 5 Financial will close for the Christmas break from Friday 22 December to 1 January (inclusive).
For clients of 5 Financial, we’re always on the lookout for ways to help make managing your financial world easier.
Everyday we are each subjected to a barrage of 'noise' about the state of the market.The ups and downs of different sectors gets daily airplay.
From its website, "The Most Trusted Adviser Network lists some of the best financial advisers in Australia, as rated by their clients."
Our Head of Wealth Management features in May 2017's Money Magazine's 'Ask the Experts' article.
Yesterday we posted an article on the likely effects of the Federal Budget from the SMSF perspective. Today we publish a list of the broader areas in which major changes were announced.
With many of our clients having self managed super funds, we've summarised the key points from Treasurer Scott Morrison's 2017/18 Federal Budget from the SMSF perspective.
Once again our Head of Wealth Management has been invited to contribute to Money Magazine's 'Ask the Experts' column, this time in the February 2017 edition.
A fresh new year is a good time to set some big goals for yourself. By starting the year with compelling goals, you create a picture in your head of where you want to head and why.
Back in 2007, Warren Buffett – one of the world’s most successful investors – waged a bet that over 10 years, an S&P 500 index fund would outperform ten hedge funds of the taker's choice.
This post will be of interest to our clients with Macquarie Cash Management Accounts (CMA).
As a client of 5 Financial, your adviser has now presented you with your customised financial plan that addresses the key areas of concern you raised in your initial briefing.
Recently I was interviewed for an upcoming industry publication and thought our clients might be interested.
The surprise election of Donald Trump in last week's presidential election created some market wobbles, and naturally many people have been concerned about the impact on their portfolios.
As 2016 gallops to a close, it may feel like the changes to the Asset Test for the Aged Pension have just been drawn up. These changes were, however, announced in the 2015 Federal Budget.
During August/September 2016, 184 of our wealth management clients were invited to take part in a Client Experience Survey by the Beddoes Institute, an independent research firm.
Be retirement-ready by staying across the latest changes proposed for Super. (And if you'd like help in interpreting them for your situation, talk to us.)
Markets go up. Markets go down. And so it continues.If only we could predict with absolute precision and certainty, when market upturns and downturns would take place.
The Government has announced some proposed changes to the superannuation rules it had foreshadowed during the run up to the last Federal election.
David* is a client of ours who phoned us earlier this year to ask a question about his investments.In the course of the conversation, he mentioned he’d recently fractured his leg while playing footy with his mates.
For the third time since April, our Head of Wealth Management has featured in Money Magazine.In the August 2016 edition, he was asked to contribute to the magazine's 'Ask the Experts' section.
For an increasing number of our clients, a Self Managed Super Fund (SMSF) offers substantial advantages in helping them plan for their retirement.
Back in May, Macquarie Life announced that it had made the strategic decision to transfer part of its life insurance business to Zurich Australia.
At 5 Financial, one of our most pressing goals is to make sure we keep improving as a financial advisory practice.