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So far finanadmin has created 117 blog entries.

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|

The US election & market implications

The surprise election of Donald Trump in last week's presidential election created some market wobbles, and naturally many people have been concerned about the impact on their portfolios. Vanguard has published a response, based on an analysis of decades of historical data. It shows that presidential elections typically don't have a long-term effect on market [...]

November 14th, 2016|

Aged Pension changes from 1 January.

As 2016 gallops to a close, it may feel like the changes to the Asset Test for the Aged Pension have just been drawn up. These changes were, however, announced in the 2015 Federal Budget. So who's affected and what does it mean? If you are over 65 and in receipt of a full or [...]

October 28th, 2016|

Using technology to make life simpler for our clients

Many of our clients are making great use of 'Your Wealth Portal', powered by the myprosperity platform. This online tool makes it easy to keep on top of your finances by providing up-to-date data on your credit cards, bank accounts, home loans, investments, property, super and more. We've been very impressed with the platform to date, and [...]

October 27th, 2016|