Wealth Management

Matt Farrell

Principal

Matt founded 5 Financial in November 1988. He began with a vision to create something special that helped people achieve what they wanted for their lives and is thrilled the organisation is doing exactly that, more than three decades later.

Matt  Farrell has been the driving force behind 5 Financial since he first opened  the doors in 1988. From the beginning, his focus has been on creating a  business that genuinely helps people reach their goals, and more than three  decades on, that vision continues to guide the way the firm operates. While  he was the company’s first financial adviser, Matt has since stepped back  from day-to-day client work, trusting a talented team of professionals to  carry the business forward. His role today is centred on leadership,  strategy, and ensuring the organisation continues to grow while staying true  to its original purpose.

Matt is also proud of the culture that has developed within 5 Financial —  one where knowledge, collaboration, and care for clients are front and  centre. He believes financial advice isn’t just about managing money; it’s  about giving people clarity and confidence in the choices they make for their  future. His commitment to lifelong learning has shaped the firm too, with a  strong emphasis on professional development and adapting to the changing  needs of clients.

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