David* is a client of ours who phoned us earlier this year to ask a question about his investments. In the course of the conversation, he mentioned he’d recently fractured his leg while playing footy with his mates. “You know you can claim for that under your income protection insurance,” we said. David seemed surprised. [...]
For the third time since April, our Head of Wealth Management has featured in Money Magazine. In the August 2016 edition, he was asked to contribute to the magazine's 'Ask the Experts' section. The topic covered a number of questions posed by Shannon and Glen Handley, a couple in their thirties with two young children. Shannon and Glen [...]
For an increasing number of our clients, a Self Managed Super Fund (SMSF) offers substantial advantages in helping them plan for their retirement. And as anyone who has had experience of an SMSF knows, there are many elements that need to be addressed in establishing and running a fund. These include administration, audit, documentation, investments, [...]
Back in May, Macquarie Life announced that it had made the strategic decision to transfer part of its life insurance business to Zurich Australia. This proposal affects Macquarie Life's FutureWise, Active and Sumo policies, and many of our clients currently hold these type of policies. Currently, Macquarie Investment Management Limited (MIML) - the trustee of [...]
At 5 Financial, one of our most pressing goals is to make sure we keep improving as a financial advisory practice. To this end, we are seeking the help of our clients. In coming weeks, an independent research company, the Beddoes Institute, will conduct an online Client Experience Survey on our behalf . This survey will [...]
5 Financial is a proud cap sponsor of local water polo club, the Drummoyne Devils. The club is delighted to have three of its players as members of the Men's National Team for the Rio Olympics. Here's a media release about their success: 3 Drummoyne Devils off to the Olympics The road to Rio began [...]
UK referendum: ‘Leave’ wins the day – what next? Against the run of the opinion polls and the betting markets in the final few days before the vote, the people of the United Kingdom (UK) have voted to ‘Leave’ the European Union (EU). The official tally of the referendum showed the ‘Leave’ camp received 17,410,742 [...]
Once again, our Head of Wealth Management has had his expertise recognised in being asked to contribute an article to Money Magazine. As part of the cover story for the June 2016 edition on the topic of 'How to make $50K in 5 years', he was asked to respond to how a young couple with two [...]
Last year, my wife and I sat in on a group discussion at a business building seminar. There were about a dozen other business owners around the table from all types of industries. Event managers, business coaches, naturopaths, personal trainers and more. We were discussing how we could each improve the messaging and brand positioning [...]
As a broker, we can shop around for the right loan for you from Australia's leading lenders. Because 5 Financial has our own Australian Financial Services and Credit Licence Number (314889), we act as a finance broker. We act in your interests, not the bank’s or lending institution’s – an important distinction. It also means we [...]
