Long term clients will recall that before ‘5 Financial’, our company was called ‘Five Pillars’ in recognition of our ‘Five Pillars of Financial Independence’.
This was a framework we developed to provide a simple and straightforward approach to help clients understand some principles they could adopt to protect and grow their wealth.
Here’s the history of our company’s journey since our beginnings in 1988 when we began as ‘M Farrell & Associates’. Not sure where our founder, Matt Farrell, got the idea for that one! So creative:)
What the ‘5’ in our name used to stand for:
Although these are time-honoured principles, these days we have more ‘strings to our bow’. Specifically, apart from wealth management/financial planning, you can organise your tax, finance and/or estate planning requirements too.
Find out more about how 5 Financial can help you uncover what you need to do to strengthen your financial position and have a customised strategy that takes you from where you are now to where you want to be. We’d be pleased to provide you with an overview of how we can help.