At 5 Financial, one of our most pressing goals is to make sure we keep improving as a financial advisory practice. To this end, we are seeking the help of our clients. In coming weeks, an independent research company, the Beddoes Institute, will conduct an online Client Experience Survey on our behalf . This survey will [...]
5 Financial is a proud cap sponsor of local water polo club, the Drummoyne Devils. The club is delighted to have three of its players as members of the Men's National Team for the Rio Olympics. Here's a media release about their success: 3 Drummoyne Devils off to the Olympics The road to Rio began [...]
UK referendum: ‘Leave’ wins the day – what next? Against the run of the opinion polls and the betting markets in the final few days before the vote, the people of the United Kingdom (UK) have voted to ‘Leave’ the European Union (EU). The official tally of the referendum showed the ‘Leave’ camp received 17,410,742 [...]
Once again, our Head of Wealth Management has had his expertise recognised in being asked to contribute an article to Money Magazine. As part of the cover story for the June 2016 edition on the topic of 'How to make $50K in 5 years', he was asked to respond to how a young couple with two [...]
Last year, my wife and I sat in on a group discussion at a business building seminar. There were about a dozen other business owners around the table from all types of industries. Event managers, business coaches, naturopaths, personal trainers and more. We were discussing how we could each improve the messaging and brand positioning [...]
As a broker, we can shop around for the right loan for you from Australia's leading lenders. Because 5 Financial has our own Australian Financial Services and Credit Licence Number (314889), we act as a finance broker. We act in your interests, not the bank’s or lending institution’s – an important distinction. It also means we [...]
Today we hosted our 'Big Morning Tea' in support of the Cancer Council. Around 50 people came along and a highlight was hearing a client of ours, Chris Shoji, share her story of surviving cancer, told through her amazing art. Thank you to Liz Tian of Citi for the donation towards catering, and to [...]
With the end of the financial year almost here, now’s the time to be thinking about ways you can organise your finances to gain all possible advantages. Start with the usual suspects – like tracking down all expenses that you can legitimately claim as a tax deduction. Think about all your work-related motor vehicle, self-education [...]
In October 2015, we conducted an anonymous, optional client survey, and to date we have received 36 responses. Our reason for running the survey was to gauge how satisfied our clients are with our services, and also to identify any areas where we could improve. We are delighted to report that the responses were overwhelmingly [...]
The theme of this year’s pre-election Budget is “jobs and growth” with the Government seeking to transition the economy from the resource boom to a more diversified economy. Social security and aged care remained largely unchanged in this Budget, both having undergone major reforms in recent years. For clients of 5 Financial, the reforms regarding [...]
