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Jason in Money Mag’s ‘Ask the Expert’

Our Head of Wealth Management, Jason Petersen, features in this month'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|

New payment option with Macquarie

This post will be of interest to our clients with Macquarie Cash Management Accounts (CMA). In the past, if you needed to authorise a payment (say to yourself, or the ATO or ASIC for example) that you wanted us to arrange on your behalf, you needed to print out and sign a form, scan it, [...]

December 2nd, 2016|

So you’ve got your financial plan. What happens next?

  As a client of 5 Financial, your adviser has now presented you with your customised financial plan that addresses the key areas of concern you raised in your initial briefing. It also captures a ‘financial snapshot’ of where you stand right now, and the steps we recommend you take to enable you to achieve each [...]

November 22nd, 2016|

Q&A with 5 Financial’s Founder.

Recently I was interviewed for an upcoming industry publication and thought our clients might be interested. Here's how it went: What is the most exciting/rewarding part of working in the financial planning sector? There are many exciting and rewarding aspects to what we do. This is best summed up in the change we see in our clients’ attitude [...]

November 21st, 2016|