The job of an executor is to make sure your estate is dealt with in accordance with your wishes. It’s an onerous responsibility – one that can have a huge impact financially and on the state of harmony among those you leave behind. Many people appoint an executor (or accept an invitation to become one [...]
In the topsy-turvy world of Australian politics, it’s hard to predict exactly when the next federal election will be held, let alone the likely outcome. Nonetheless, the Australian Labor Party has declared its policy intentions on a number of fronts, including a proposed change regarding franking credits – an area that will affect a number [...]
With all the ‘noise’ about financial services that’s forever in the media, we're sure you’ve heard us suggest you turn a deaf ear to it. But with the volume amped up extra high in recent weeks due to the Royal Commission, we feel the time’s come to share our 2 cents worth. Lots we already [...]
If you look after yourself well – or you need a little push to do so – here's something you might find interesting... Available to AIA insurance holders, AIA Vitality is a science-backed health & wellbeing program that rewards you for your healthy choices*. Put simply, you earn points for all sorts of healthy choices and actions: Complete [...]
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 [...]
