Monthly Archives: April 2016


Australia’s Biggest Morning Tea – you’re invited!

Once again, the 5 Financial team is hosting a morning tea in support of the Cancer Council. Everyone's welcome to join us (there will be some of the team's famous baked treats on offer!), along with coffee, tea and cold refreshments. It's being held on Friday 27 May at our office in Rhodes (Suite 2C, [...]

April 29th, 2016|

“I didn’t know a service like yours existed.”

So said a prospective client to one of our advisers recently. It’s funny but we hear this a lot. And it’s probably not all that surprising. Many people have a preconceived idea of what dealing with a financial adviser involves – and in our experience – this typically falls a long way short of what [...]

April 29th, 2016|

Lifting the ‘financial fog’

In my role as a financial adviser, I often meet with people who are doing quite well in terms of income, but who feel a little uneasy about whether or not they are really getting ahead financially. And to be honest, I get it completely. With many claims on your time and attention – and [...]

April 28th, 2016|

Refuelling at 20,000 feet!

Clients of 5 Financial are involved in all sorts of interesting activities - and some of them even get paid to do it! Here is one of our clients who is part of the Australian Defence Forces, and whose job it is to refuel fighter jets at 20,000 feet! The task involves flying in close [...]

April 26th, 2016|

Jason & James featured in Money Magazine.

It's fantastic to see our financial advisers, Jason Petersen and James Sheehan, featured in the 'Ask the Experts' section of Money Magazine on the subject of 'Best place for spare cash'! You can find Jason and James' articles in the April 2016 edition on sale now. Congrats guys on this acknowledgment of your skills! Head to [...]

April 10th, 2016|