Scouting for financial opportunities for our clients

At 5 Financial, we are constantly on the lookout for new financial opportunities that can advance our clients’ financial position. Apart from our own knowledge and research, we look to independent research specialist Lonsec to provide us with objective and fully investigated information about the shares we recommend.We think it’s also worth mentioning another way you can gain a financial advantage: this is by using 5 Financial Accounting and Tax to look after your accounting needs.In doing so, it is:

• easier to integrate and co-ordinate every aspect of your financial arrangements
• simpler to provide your Financial Planner and Accountant with complete information that makes it possible to get the most out of your financial circumstances
• less onerous on you to come up with data, information or reports for your Financial Planner or Accountant as these can be sourced in-house.

Draw on the knowledge and expertise that exists within both arms of our practice to streamline and simplify the financial side of your life.If you’d like to know more, please contact us today.