Who do we work best withAlmost all of the clients we work with have come to us as a result of a recommendation by an existing client. We think that’s a great statistic and it’s one we don’t take for granted.

We understand that repeat business and referrals come as a result of delivering consistently high standards of service. And so, over the years, we’ve focused on choosing high calibre staff, investing in skill development within the practice and robust systems to offer a quality service to all of our clients.

We take a genuine interest in our clients’ success and there’s nothing we like better than to see them ‘tick off’ their life goals, aided by the financial strategy we have created for them.

We’ve grown through strong referrals – and always welcome more.

If you’re already a client of 5 Financial, you’ve experienced firsthand the care and attention we offer. If there is someone in your circle – family, friends or colleagues – who you think may benefit from what we have to offer, we’d be very happy to hear from them.

We offer a complimentary, no obligation initial meeting so we can mutually determine whether we are the right fit for one another.

Who do we work best with?

We find that those who benefit most from the strategies and structures we put together are those with a combined household income of at least $150K p.a.

When we meet with a prospective client, we are able to identify whether there are changes they can make to their financial arrangements that are likely to yield significant financial improvements for them. This gives them an idea of how we see their financial strategy unfolding so that they can decide whether they would like to proceed with us.

Every plan we write is completely customised to each client’s unique position and objectives, and maximises opportunities to grow and protect their wealth. Many financial planning firms outsource construction of their client’s financial plans. At 5 Financial, we take the opposite approach. With us, the adviser who meets with a client to review their situation and goals is the same person who will construct and present their financial plan. This means they have a thorough and genuine knowledge of what’s important to a particular client, and the plan that is created is therefore grounded in this knowledge.

Most clients refer someone to us simply because they know that their family member or friend will be well looked after. Even so, we are very grateful for all referrals.

Contact us if you would like to know more about referring a client to 5 Financial.