Monthly Archives: December 2017

//December

Jason Petersen on Switzer TV

This week, Jason Petersen, 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?" Jason spoke about a range of strategies used by 5 Financial. This includes equity investing which [...]

2018-01-22T08:14:23+00:00 December 13th, 2017|

Options for a young couple

Jason Petersen, our Head of Wealth Management, was recently asked to write for the 'Ask the Experts' section in Money Magazine®. (This is Jason's 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 [...]

2018-01-22T08:14:23+00:00 December 5th, 2017|