Monthly Archives: January 2016


Introducing ‘Your Wealth Portal’.

  If you are a wealth management client of 5 Financial, you now have the opportunity to tap into a powerful online resource that helps you keep up to date with your financial position. This new offering complements our existing wealth management services by giving you an instant snapshot of the key areas of your financial life. 'Your Wealth Portal' [...]

2018-01-22T08:14:31+00:00 January 27th, 2016|

Discipline and patience are rewarded in the long run.

With concerns about China’s economic slowdown and the drop in global oil prices, 2016 has had a bumpy start in the financial markets. Tim Buckley, chief investment officer at Vanguard, says the volatility has been expected for some time. “We just came off a long stretch of remarkably tame markets, so the sudden surge in [...]

2018-01-22T08:14:31+00:00 January 21st, 2016|

Instalment warrants over ETFs

Exchange Traded Funds (ETFs) are a type of managed fund that’s listed on an exchange. They feature both growth assets such as shares and defensive assets such as bonds. Instalment warrants are a loan structure with an additional level of investor protection. They allow an investor to increase their exposure to the growth assets. “We’ve [...]

2018-01-22T08:14:31+00:00 January 15th, 2016|

Financial advice: where to start?

Are you interested in getting some financial advice but aren't sure where to start? The Government has created a guide to help you. It's called 'Financial advice and you' and it's published by ASIC as part of its MoneySmart services. (And we're pleased to say our approach sits well under the 'green tick' column on page [...]

2018-01-22T08:14:31+00:00 January 4th, 2016|