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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Recently I was interviewed for an upcoming industry publication and thought our clients might be interested.
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.
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.
5 Financial is a proud cap sponsor of local water polo club, the Drummoyne Devils.The club is delighted to have three of its players as members of the Men's National Team for the Rio Olympics
UK referendum: ‘Leave’ wins the day – what next?
Once again, our Head of Wealth Management has had his expertise recognised in being asked to contribute an article to Money Magazine.
Last year, my wife and I sat in on a group discussion at a business building seminar. There were about a dozen other business owners around the table from all types of industries.
As a broker, we can shop around for the right loan for you from Australia's leading lenders.
With the end of the financial year almost here, now’s the time to be thinking about ways you can organise your finances to gain all possible advantages.
In October 2015, we conducted an anonymous, optional client survey, and to date we have received 36 responses.
The theme of this year’s pre-election Budget is “jobs and growth” with the Government seeking to transition the economy from the resource boom to a more diversified economy.
Did you know you need at least $800,000 in your retirement savings (in today’s dollars) to retire comfortably?Unfortunately – for the majority of Australia’s 4.7 million pre-retirees – achieving this goal is looking highly doubtful.
So said a prospective client to one of our advisers recently.It’s funny but we hear this a lot. And it’s probably not all that surprising.
In my role as a financial adviser, I often meet with people who are doing quite well in terms of income, but who feel a little uneasy about whether or not they are really getting ahead financially.
Clients of 5 Financial are involved in all sorts of interesting activities - and some of them even get paid to do it!
Unfortunately life sometimes throws us a curve ball when we least expect it.And if it’s an injury or illness that affects you or a loved one, the fallout is especially hard to deal with.
Have you ever added up all your debts or looked at your credit card statement and felt a bit panicked?
Did you know that one in five Australians pins their hopes for a comfortable retirement on receiving an inheritance?
Mike and Kerry* were in their mid 30s when they first decided to seek advice from a financial planner.At the time they were contemplating selling their home and were wondering if this was a good decision.
At 5 Financial, we are owned by people who work in our practice - not a bank or financial institution. Our Investment Committee looks carefully at a wide range of investment options drawn from across the market.
Imagine for a moment you’re in the market for a new car. You head into Brand X dealership and the salesperson shows you their range.Perhaps fuel economy is something that really matters to you.
Our Head of Wealth Management is well known for his expertise in the use of instalment warrants in wealth building.
If you are a wealth management client of 5 Financial, you now have the opportunity to tap into a powerful online resource that helps you keep up to date with your financial position.
Exchange Traded Funds (ETFs) are a type of managed fund that’s listed on an exchange. They feature both growth assets such as shares and defensive assets such as bonds.
Are you interested in getting some financial advice but aren't sure where to start?The Government has created a guide to help you.
Here's a good article that captures just some of the ways you'll benefit by working with us.
In your lifetime you will encounter many, many expenses. Cars and houses, repairs and travel, medical and educational – and much, much more.
There’s no doubt that the holiday season can provide the perfect excuse for excess.
Enjoying success as an investor is impacted by much more than simply picking the right stocks (or other investments).In our many years of experience, it's having the right strategy that's key.
Back in 2012, Mary and Luke had recently sold a property and their business, and were ready to enjoy retirement.
The subject of investing is something most clients are very keen to talk about.And this makes perfect sense of course. Investments do play a major role in wealth creation.
5 Financial prides itself on having lots of very smart people on our team who are very well qualified for their work.
In life, it’s always nice to have choices. And as you get older, a big one is being able to choose if and when to retire.
Did you know that most of the financial planning/wealth management industry is owned by large financial services institutions, such as banks and fund managers?
Over the past week, our wealth management advisers have sent out a short survey to clients and others who've expressed an interest in knowing more about our services.
Sydney, 29 September 2015: 5 Wealth Management Pty Ltd of Rhodes in Sydney has been accredited as an FPA Professional Practice by the Financial Planning Association, in recognition of their high professional and ethical standards.
Lately – when the market has been more volatile than usual – the allocation of many people’s investment portfolios has most likely changed.
The recent market volatility sometimes makes people question their investment strategy.
We’ve all been there. You’re driving along in slow traffic and you decide to change lanes, darting in and out trying to get ahead.
In recent months, we’ve expanded the 5 Financial team so we can increase our capability and the services we offer.
It’s a new financial year so that means the media will soon be publishing their annual scorecard on the relative performance of superannuation funds.
By now I’m sure you have seen various media reports about the financial problems in Greece.
5 Financial is now on social media and we welcome you to join us there!
When we meet with wealth management clients for the first time, one of the most satisfying (and common) moments occurs when we show them they have more options available to them in life than they realise.
When it comes to your money, there is a dizzying range of choices available to you.And around this time of year, there seems to be an unending list of ways to move your money around to minimise tax.
This year’s Federal Budget has limited implications for our wealth management clients.
When we construct or review financial plans for clients, we know that the Australian economy does not exist in a bubble.
Is there an industry with more noise than the financial services industry? We doubt it.
This article is to let you know about our approach to time scheduling at 5 Financial.
Here's the latest news of what's been happening for Wealth Management at 5 Financial during the month of October:
Welcome to the latest news for Wealth Management here at 5 Financial.
We are in the process of fully implementing a new back office system that we've installed here at 5 Financial.
Sue is a client of 5 Financial’s Wealth Management division.
The APN AREIT Fund is a property securities fund predominantly investing in Australian listed property securities.
If you’re like most people, you may think estate planning means simply getting your will done.
You may be aware that QBE recently announced an opportunity for current shareholders to buy up to $15,000 worth of shares at a substantially discounted price.
Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and the recent federal election have all added to market uncertainty and volatility.
