How we come up with the investment recommendations we make to you.

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Investment recommendations

At 5 Financial, we are owned by people who work in our practice – not a bank or financial institution.  Our Investment Committee looks carefully at a wide range of investment options drawn from across the market.

This committee is made up of our senior wealth management advisers and it meets monthly. It researches emerging offerings and reappraises our existing recommendations to ensure they continue to be a strong offering for our clients.

You may be interested to know our Investment Committee spends just as much time critiquing investment options that, at the end of the day, ‘don’t make the cut’. This is because we want to explore a wide range of options on behalf of our clients, including emerging opportunities. Our investment philosophy is to seek out investment opportunities that are low cost, tax efficient and fit within our focus to offer strong diversification.

Your investment recommendations

As a client of 5 Financial, our investment recommendations are completely customised to your specific goals and the timeframe in which you want to achieve them. The type and mix of investments are also chosen to align with how comfortable you are with different levels of risk and return.

We use a low cost method of investing to maximise the returns you gain from your investments, and your investments are organised to minimise tax.

It’s also important to rebalance your portfolio so it stays in line with the investment mix and proportion of assets that is customised to you and your needs. We do this on your behalf on a regular basis.

We are available to answer any questions you have throughout the year and to advise you on the financial implications of any major decision you are contemplating. This means you can complete a transaction in a financially efficient manner and stay on track with your broader financial strategy.

If you’re interested in knowing more about our approach to investing, please book a free no obligation consultation with one of our experienced financial advisers. This gives us the opportunity to determine if and how we can help you, and we can also each find out if we are a good fit for one another. Book an appointment today.

2018-01-22T08:14:30+00:00 March 3rd, 2016|