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So far finanadmin has created 123 blog entries.

Paperwork – simplified!

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 [...]

November 15th, 2017|

Drowning out the noise.

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 [...]

July 29th, 2017|

Most Trusted Advisers Network

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 Jason Petersen, 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 [...]

June 21st, 2017|

Jason in Money Mag’s ‘Ask the Expert’

Our Head of Wealth Management, Jason Petersen, features in May 2017's Money Magazine's 'Ask the Experts' article. This time Jason 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. Jason touches on issues [...]

May 15th, 2017|

More on the Federal Budget…

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 [...]

May 11th, 2017|

SMSF stability an outcome of Federal Budget

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 [...]

May 10th, 2017|

Our newest adviser.

We are delighted to formally introduce our newest financial adviser, Gillian (Gill) Witham. Gill joined 5 Financial in November and she has been working closely with our Head of Wealth Management, Jason Petersen, in the months since, gaining a sense of our approach to wealth management. “When you first meet Gill, you’re instantly struck by [...]

March 21st, 2017|

Jason in Money Mag’s ‘Ask the Experts’.

Once again Jason Petersen - our Head of Wealth Management - has been invited to contribute to Money Magazine's 'Ask the Experts' column, this time in the February 2017 edition. This column takes a real-life case study and presents it to a couple of industry experts for their take on how the person might choose [...]

March 15th, 2017|

Goal setting and why your ‘how’ matters as much as your ‘why’

A fresh new year is a good time to set some big goals for yourself. By starting the year with compelling goals, you create a picture in your head of where you want to head and why. And there’s a lot of energy in that. But just as important to your success is your ‘how’. [...]

January 3rd, 2017|

The beauty of investing in index funds

Back in 2007, Warren Buffett – one of the world’s most successful investors – waged a bet that over 10 years, an S&P 500 index fund would outperform ten hedge funds of the taker's choice. The sum to be invested was $1 million, with the proceeds going to charity. The bet was taken up by Protégé [...]

December 12th, 2016|