This week, our Head of Wealth Management was interviewed by Peter Switzer on Switzer TV. With interest rates on term deposits and bonds so low, the topic of their conversation was, "How do you find reliable income streams?" He spoke about a range of strategies used by 5 Financial. This includes equity investing which enables clients [...]
Our Head of Wealth Management was recently asked to write for the 'Ask the Experts' section in Money Magazine®. (This is his seventh appearance in Money Magazine in the past 19 months.) Featured in the November 2017 edition, the article consists of a case study about a young couple weighing up what they should do [...]
Increasingly we find people are interested in their investments beyond their financial return. They want to know more about the nature of the companies and organisations they’re investing in: are they good ‘corporate citizens’ with a good track record in environmental, social and governance concerns? It’s a question we’re asked about a lot – so [...]
Hi everyone, Just a note to say 5 Financial will close for the Christmas break from Friday 22 December to 1 January (inclusive). We open our doors again on Tuesday 2 January 2018. In the meantime, we take this opportunity to thank all of our clients (we love working with you!) and we wish each [...]
For clients of 5 Financial, we’re always on the lookout for ways to help make managing your financial world easier. Most now use our wealth portal (MyProsperity) as a way of keeping track of their finances, and are enjoying doing so. We’ve recently begun using a new feature available within MyProsperity – that is, the [...]
Everyday we are each subjected to a barrage of 'noise' about the state of the market. The ups and downs of different sectors gets daily airplay. And it's easy to feel edgy about whether there's something you should be doing or changing in response to that. Our philosophy is to encourage our clients to tune [...]
From its website, "The Most Trusted Adviser Network lists some of the best financial advisers in Australia, as rated by their clients." We are delighted that our Head of Wealth Management has been selected in this elite group. Here's some info from the website: "The Most Trusted Adviser Network website is a completely independent initiative undertaken by the [...]
Our Head of Wealth Management features in May 2017's Money Magazine's 'Ask the Experts' article. This time he writes his recommendations for Michele Mossop who's weighing up the pros and cons of selling her Sydney apartment to unlock some capital, or staying put and taking out a reverse mortgage. His recommendations touch on issues including: [...]
Yesterday we posted an article on the likely effects of the Federal Budget from the SMSF perspective. Today we publish a list of the broader areas in which major changes were announced. Naturally, there is a lot more detail behind each bullet point, so if you are interested in finding out more, please don't hesitate [...]
With many of our clients having self managed super funds, we've summarised the key points from Treasurer Scott Morrison's 2017/18 Federal Budget from the SMSF perspective. In short, stability and confidence for superannuation is the good news coming out of the 2017-18 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation [...]
