Monthly Archives: June 2015


The impact of what’s happening in Greece

By now I’m sure you have seen various media reports about the financial problems in Greece. And while we have no direct client exposure to investments in Greece, its serious debt problems are causing increased volatility in share markets where we are invested. A couple of key points to note are: ·       Greece's entire economy [...]

2018-01-22T08:14:34+00:00 June 30th, 2015|

5 Financial now on social media!

5 Financial is now on social media and we welcome you to join us there! We have a Facebook Page '5 Financial’ (the one with our logo, not our namesake in South Carolina!), we’re on Twitter (@5_Financial) and we even have a 5 Financial channel on YouTube with some animation videos we’ve developed to tell [...]

2018-01-22T08:14:34+00:00 June 12th, 2015|

Big Morning Tea!

On Monday 22 June 2015, 5 Financial is hosting 'Australia's Biggest Morning Tea' in aid of the Cancer Council. In exchange for a donation, you can come along and enjoy a cup of coffee or tea and some delicious treats whipped up (or purchased!) by the 5 Financial team. Drop in between 9.30am and 11.30am [...]

2018-01-22T08:14:34+00:00 June 11th, 2015|

The power of a new idea

Image by Robin Sharma, 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. In fact it's not unusual for new clients to fear that their [...]

2018-01-22T08:14:34+00:00 June 4th, 2015|