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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 you find reliable income streams?" Jason spoke about a range of strategies used by 5 Financial. This includes equity investing which [...]

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 in the November 2017 edition, the article consists of a case study about a young couple weighing up what they [...]

December 5th, 2017|

ESG criteria: thinking more deeply about your investments.

Increasingly we find people are interested in their investments beyond their financial return. They want to know more about the nature of the companies and organisations they’re investing in: are they good ‘corporate citizens’ with a good track record in environmental, social and governance concerns? It’s a question we’re asked about a lot – so [...]

November 28th, 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 meantime, we take this opportunity to thank all of our clients (we love working with you!) and we wish each [...]

November 27th, 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 something you should be doing or changing in response to that. Our philosophy is to encourage our clients to tune [...]

July 29th, 2017|

Most Trusted Advisers Network

From its website, "The Most Trusted Adviser Network lists some of the best financial advisers in Australia, as rated by their clients." We are delighted that Jason Petersen, our Head of Wealth Management, has been selected in this elite group. Here's some info from the website: "The Most Trusted Adviser Network website is a completely independent initiative [...]

June 21st, 2017|

Jason in Money Mag’s ‘Ask the Expert’

Our Head of Wealth Management, Jason Petersen, features in May 2017'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|