Blog 2018-01-22T08:14:22+00:00

Blog

Here’s a collection of our articles on various topics related to helping you thrive financially.

Jason Petersen on Switzer TV

This week, Jason Petersen, 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 [...]

December 13th, 2017|

Options for a young couple

Jason Petersen, our Head of Wealth Management, was recently asked to write for the 'Ask the Experts' section in Money Magazine®. (This is Jason's seventh appearance in Money Magazine in the past 19 months.) Featured [...]

December 5th, 2017|

Christmas holiday closure dates

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 [...]

November 27th, 2017|

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 [...]

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 [...]

July 29th, 2017|