Why choose us
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.
Unlike the majority of financial planning practices, our firm is owned by people who work in the business – not a bank or institution.
In recognition of our high ethical and professional standards, 5 Financial’s wealth management arm, 5 Wealth Management, is an accredited FPA Professional Practice. It is led by our Head of Wealth Management – Jason Petersen – a 2016 Grand Finalist in the prestigious ‘Adviser of the Year‘ Award and a member of the Most Trusted Advisers Network.
The 5 Financial group includes 5 Wealth Management Pty Ltd and 5 Accounting & Tax Pty Ltd.
5 Wealth Management Pty Ltd has its own Australian Financial Services Licence and Australian Credit Licence, Number 314889.