5 Financial works with people at all stages of life. We have particular expertise in assisting people who are approaching or entering retirement, helping them to make the most of their financial opportunities so they can enjoy this special time of their lives.
Di Reggett has been a client of ours since 2012 when she contacted us for retirement planning and wealth management advice. She was happy to share her story of her experience in working with us:
In mid 2012 – with retirement approaching – Di Reggett was keen to make sure she was doing all she could to get the best results from her retirement savings.
She spoke with her accountant, who suggested she make contact with 5 Financial for wealth management advice.
“I met with Jason Petersen who was able to set up a ‘Transition to Retirement’ strategy for me while I was still working,” said Di. “I retired at the end of 2012, and everything’s worked out really well for me. I couldn’t be happier.”
Since retiring, Di has been able to travel extensively in Australia and overseas.
“I feel really confident about my finances and I know that Jason wants to make it easy for me,” she said. “He keeps on top of the fluctuations and trends in the market, so I can just get on and enjoy myself.”
Di said she has been particularly appreciative of Jason and the team’s communication.
“If I have any questions or concerns, I know I can email Jason or Ros and they will get straight onto it,” she said. “Jason is happy to spend as much time with me as I need to help me understand what’s happening with my money. He breaks everything down for me and uses the whiteboard and illustrations so it’s clear. I never feel rushed.”
Over the years, Jason has recommended some changes to Di’s superannuation arrangements to help maximise her return on investment. “Where Jason has been able to find lower fees for me, he’s recommended that I move my super there,” she said. “This has been working well and there’s been good growth in my money.”
Di said that overall, her experience with 5 Financial has been a very positive one.
“The whole team has been fantastic and are lovely to deal with,” said Di. “I have no hesitation in recommending them, and in fact, I already have.”
For information about getting ready for retirement, or any aspect of wealth management, please contact 5 Financial.