Blog

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

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 [...]

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 [...]

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 [...]

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 [...]

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) [...]

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 [...]

November 22nd, 2016|